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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $443,239 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $43,106 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,474 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $15,775 |
NEAL FINANCIAL GROUP, LP2 years Filed as: NEAL, GERBER & EISENBERG, LLP Service code 29 · EIN 36-3532950 | Legal | $5,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,611 | $69,238+39.5% | $185,823-48.0% | $101,517-4.8% |
| Participation rate | 92.5% | 73.5%+19.0pp | 81.7%+10.8pp | 74.6%+17.9pp |
| Annual return | 15.00% | 21.26%-6.3pp | 122.05%-107.0pp | 21.00%-6.0pp |
| Employer contribution / active EE | $3,069 | $2,104+45.9% | $5,167-40.6% | $2,973+3.2% |
| Participant deferral / active EE | $5,324 | $3,764+41.5% | $5,568-4.4% | $4,873+9.3% |
| Admin fee / account holder | $57 | $66-14.5% | $16,237-99.7% | $139-59.3% |