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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $522,799 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,315 | $67,679+52.7% | $155,509-33.6% | $99,062+4.3% |
| Participation rate | 97.9% | 67.2%+30.7pp | 78.2%+19.7pp | 71.6%+26.3pp |
| Annual return | 13.83% | 16.16%-2.3pp | 64.67%-50.8pp | 17.66%-3.8pp |
| Employer contribution / active EE | $3,291 | $2,268+45.1% | $4,672-29.6% | $3,262+0.9% |
| Participant deferral / active EE | $6,408 | $3,828+67.4% | $5,626+13.9% | $5,331+20.2% |
| Admin fee / account holder | $55 | $94-41.2% | $15,912-99.7% | $109-49.5% |