Filed December 4, 2007 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,906 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $21,418 |
FUST CHARLES CHAMBERS LLP2 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $14,980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,189 | $107,459-0.3% | $135,903-21.1% | $80,160+33.7% |
| Participation rate | 97.6% | 78.0%+19.5pp | 81.9%+15.7pp | 72.9%+24.6pp |
| Annual return | 16.10% | 91.91%-75.8pp | 68.23%-52.1pp | 40.38%-24.3pp |
| Employer contribution / active EE | $11,320 | $3,877+192.0% | $4,856+133.1% | $2,978+280.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $62 | $127-51.2% | $10,762-99.4% | $145-57.3% |