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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,740 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $62,000 |
LINCOLN NATIONAL CORPORATION10+ 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 | $134,266 | $96,018+39.8% | $65,493+105.0% | $85,563+56.9% |
| Participation rate | 96.7% | 74.8%+21.9pp | 73.1%+23.7pp | 66.0%+30.8pp |
| Annual return | 14.84% | 14.51%+0.3pp | 982.45%-967.6pp | 31.51%-16.7pp |
| Employer contribution / active EE | $4,550 | $3,235+40.6% | $2,574+76.8% | $2,654+71.5% |
| Participant deferral / active EE | $4,745 | $4,055+17.0% | $3,961+19.8% | $4,375+8.4% |
| Admin fee / account holder | $563 | $271+108.0% | $5,028-88.8% | $834-32.5% |