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, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 500 MAMARONECK AVE · HARRISON, NY 10528 | Accounting | $24,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $12,841 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $8,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,324 | $48,230+157.8% | $67,502+84.2% | $80,856+53.8% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.6%+28.1pp |
| Annual return | 11.89% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,481 | $2,020+22.8% | $2,731-9.2% | $2,755-9.9% |
| Participant deferral / active EE | $5,823 | $2,924+99.2% | $4,000+45.6% | $4,296+35.6% |
| Admin fee / account holder | $224 | $3,681-93.9% | $3,998-94.4% | $6,918-96.8% |