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 | $96,018+134.1% | $65,493+243.2% | $85,563+162.7% |
| Participation rate | 95.5% | 74.8%+20.6pp | 73.1%+22.4pp | 66.0%+29.5pp |
| Annual return | 13.27% | 14.51%-1.2pp | 982.45%-969.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $5,824 | $3,235+80.0% | $2,574+126.3% | $2,654+119.5% |
| Participant deferral / active EE | $7,161 | $4,055+76.6% | $3,961+80.8% | $4,375+63.7% |
| Admin fee / account holder | $158 | $271-41.5% | $5,028-96.8% | $834-81.0% |