Filed January 18, 2006
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $22,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,945 | $74,552+68.9% | $62,995+99.9% | $69,631+80.9% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 14.28% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $4,302 | $2,929+46.9% | $2,759+55.9% | $2,032+111.7% |
| Participant deferral / active EE | $5,159 | $2,974+73.4% | $3,329+55.0% | $3,224+60.0% |
| Admin fee / account holder | $38 | $59-35.7% | $3,600-98.9% | $110-65.4% |