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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,627 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,066 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $18,974 |
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 | $115,934 | $52,208+122.1% | $86,612+33.9% | $74,419+55.8% |
| Participation rate | 98.1% | 66.3%+31.8pp | 71.7%+26.4pp | 70.7%+27.4pp |
| Annual return | 11.84% | 44.46%-32.6pp | 591.07%-579.2pp | 34.38%-22.5pp |
| Employer contribution / active EE | $3,787 | $2,282+66.0% | $3,022+25.3% | $2,637+43.6% |
| Participant deferral / active EE | $5,848 | $3,383+72.8% | $4,438+31.8% | $4,528+29.1% |
| Admin fee / account holder | $68 | $319-78.5% | $5,614-98.8% | $348-80.3% |