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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $143,068 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 99 · EIN 26-0058143 | Other Fees | $46,397 |
AMERICAN CENTURY1 year Filed as: AM CEN INVT MGMT, INC. Service code 99 · EIN 44-0640487 | Other Fees | $19,238 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,620 |
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 | $151,215 | $52,670+187.1% | $90,404+67.3% | $73,409+106.0% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 16.74% | 20.70%-4.0pp | 1293.02%-1276.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $9,980 | $1,872+433.2% | $3,262+206.0% | $2,234+346.8% |
| Participant deferral / active EE | $8,587 | $2,807+205.9% | $3,963+116.7% | $3,805+125.7% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |