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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $481,890 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,787 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $17,275 |
NEAL FINANCIAL GROUP, LP3 years Filed as: NEAL, GERBER & EISENBERG, LLP Service code 29 · EIN 36-3532950 | Legal | $5,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,476 | $52,346+61.4% | $143,757-41.2% | $78,044+8.2% |
| Participation rate | 96.3% | 72.7%+23.6pp | 80.3%+16.0pp | 74.4%+21.9pp |
| Annual return | -12.61% | -14.19%+1.6pp | -0.04%-12.6pp | 10.87%-23.5pp |
| Employer contribution / active EE | $3,301 | $2,131+54.9% | $4,951-33.3% | $3,125+5.6% |
| Participant deferral / active EE | $5,779 | $3,800+52.1% | $5,637+2.5% | $5,084+13.7% |
| Admin fee / account holder | $59 | $63-7.2% | $14,673-99.6% | $79-25.5% |