Filed September 16, 2011 (most recent of 4 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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $130,414 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 99 · EIN 26-0058143 | Other Fees | $76,739 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,717 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,150 | $54,237+141.8% | $90,281+45.3% | $67,579+94.1% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 71.3%+26.4pp |
| Annual return | 20.39% | 37.27%-16.9pp | 78.10%-57.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $9,533 | $1,846+416.4% | $2,854+234.0% | $2,148+343.9% |
| Participant deferral / active EE | $8,025 | $2,625+205.7% | $3,885+106.5% | $3,539+126.7% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |