Filed October 18, 2004 (most recent of 5 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 |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $36,500 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,670 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,350 |
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 | $200,043 | $65,908+203.5% | $81,812+144.5% | $77,643+157.6% |
| Participation rate | 93.8% | 65.8%+28.0pp | 72.3%+21.4pp | 70.6%+23.2pp |
| Annual return | 11.72% | 26.64%-14.9pp | 773.79%-762.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,621 | $2,370+10.6% | $2,912-10.0% | $2,726-3.8% |
| Participant deferral / active EE | $11,494 | $3,505+227.9% | $4,319+166.2% | $4,647+147.3% |
| Admin fee / account holder | $137 | $526-74.1% | $7,386-98.2% | $430-68.3% |