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, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 500 MAMARONECK AVE · HARRISON, NY 10528 | Accounting | $7,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $5,000 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $830 |
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 | $112,719 | $46,553+142.1% | $64,056+76.0% | $75,163+50.0% |
| Participation rate | 98.8% | 65.9%+32.8pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | 14.57% | 26.03%-11.5pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,993 | $1,974+1.0% | $2,747-27.4% | $2,670-25.4% |
| Participant deferral / active EE | $4,696 | $2,837+65.6% | $3,880+21.0% | $4,125+13.8% |
| Admin fee / account holder | $65 | $2,952-97.8% | $3,068-97.9% | $5,651-98.9% |