Filed April 14, 2006 (most recent of 5 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $546,009 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,250 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 33-1498605 | Accounting | $20,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,927 | $74,933+49.4% | $154,803-27.7% | $117,739-4.9% |
| Participation rate | 85.7% | 64.5%+21.2pp | 78.1%+7.6pp | 76.6%+9.1pp |
| Annual return | 15.59% | 17.34%-1.8pp | 58.88%-43.3pp | 17.29%-1.7pp |
| Employer contribution / active EE | $3,186 | $2,316+37.6% | $4,305-26.0% | $3,746-14.9% |
| Participant deferral / active EE | $5,448 | $3,942+38.2% | $5,540-1.7% | $6,128-11.1% |
| Admin fee / account holder | $53 | $129-58.9% | $14,329-99.6% | $112-52.5% |