Filed October 18, 2004
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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 665 5TH AVE · NEW YORK, NY 100225342 | Accounting | $13,500 |
Service code 17 · EIN 26-1233837 19825B NORTHCOVE RD · CORNELIUS, NC 280316445 | Pension Consulting | $5,696 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $5,000 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,540 | $42,894+148.4% | $60,874+75.0% | $68,494+55.5% |
| Participation rate | 94.4% | 66.8%+27.7pp | 73.1%+21.3pp | 67.9%+26.6pp |
| Annual return | -12.33% | -13.98%+1.7pp | 16.90%-29.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,212 | $1,978-38.7% | $2,701-55.1% | $2,596-53.3% |
| Participant deferral / active EE | $5,199 | $2,867+81.3% | $3,817+36.2% | $4,027+29.1% |
| Admin fee / account holder | $108 | $3,101-96.5% | $3,224-96.7% | $5,403-98.0% |