Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,255 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $62,000 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $210 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,565 | $91,762+31.4% | $67,502+78.6% | $77,643+55.3% |
| Participation rate | 81.0% | 75.9%+5.1pp | 72.9%+8.2pp | 70.6%+10.5pp |
| Annual return | 14.40% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,675 | $3,181+15.5% | $2,731+34.6% | $2,726+34.8% |
| Participant deferral / active EE | $3,780 | $3,903-3.2% | $4,000-5.5% | $4,647-18.7% |
| Admin fee / account holder | $525 | $176+198.3% | $3,998-86.9% | $430+22.0% |