Filed December 29, 1999
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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,460 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,124 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $17,300 |
BUCHANAN INGERSOLL & ROONEY PC7+ years Service code 29 · EIN 25-1381032 | Legal | $4,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,325 | $47,722+122.8% | $82,719+28.5% | $64,808+64.1% |
| Participation rate | 73.7% | 67.6%+6.1pp | 72.6%+1.1pp | 71.5%+2.2pp |
| Annual return | -11.21% | -13.05%+1.8pp | 701.18%-712.4pp | 32.82%-44.0pp |
| Employer contribution / active EE | $6,629 | $2,179+204.2% | $3,009+120.3% | $2,506+164.5% |
| Participant deferral / active EE | $5,629 | $3,329+69.1% | $4,395+28.1% | $4,310+30.6% |
| Admin fee / account holder | $79 | $143-44.9% | $5,329-98.5% | $188-58.0% |