Filed March 8, 2006
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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,139 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $37,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,779 | $93,351+140.8% | $62,929+257.2% | $79,634+182.3% |
| Participation rate | 95.5% | 74.6%+20.8pp | 73.1%+22.4pp | 62.5%+33.0pp |
| Annual return | 13.27% | 14.37%-1.1pp | 1063.93%-1050.7pp | 36.46%-23.2pp |
| Employer contribution / active EE | $5,824 | $3,135+85.8% | $2,505+132.6% | $2,529+130.3% |
| Participant deferral / active EE | $7,161 | $3,921+82.6% | $3,888+84.2% | $3,835+86.8% |
| Admin fee / account holder | $158 | $229-30.9% | $5,065-96.9% | $1,002-84.2% |