Filed February 7, 2012
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 LLC4 years Filed as: CAPTRUST Service code 49 · EIN 26-0058143 9100 KEYSTONE XING STE 700 · INDIANAPOLIS, IN 46240 | Other Services | $7,759 |
TIAA1 year Service code 49 · EIN 13-1624203 | Other Services | $7,453 |
Employer contribution per participant 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 | $104,957 | $69,745+50.5% | $67,511+55.5% | $74,546+40.8% |
| Participation rate | 98.3% | 71.3%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 11.70% | -40.37%+52.1pp | 3517.41%-3505.7pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $499 | $2,705-81.5% | $2,733-81.7% | $2,624-81.0% |
| Participant deferral / active EE | $4,440 | $3,636+22.1% | $4,000+11.0% | $4,347+2.1% |
| Admin fee / account holder | $190 | $894-78.8% | $3,999-95.3% | $1,944-90.2% |