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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $496,185 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,106 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $23,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,446 | $59,339+55.8% | $149,673-38.2% | $103,482-10.7% |
| Participation rate | 96.4% | 70.2%+26.2pp | 78.8%+17.7pp | 73.3%+23.1pp |
| Annual return | 16.61% | 77.78%-61.2pp | 134.42%-117.8pp | 33.11%-16.5pp |
| Employer contribution / active EE | $3,363 | $2,178+54.5% | $4,818-30.2% | $3,208+4.9% |
| Participant deferral / active EE | $5,817 | $3,716+56.5% | $5,680+2.4% | $5,207+11.7% |
| Admin fee / account holder | $53 | $103-48.8% | $13,210-99.6% | $114-53.8% |