Filed October 26, 2004
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,871 |
OLSEN THIELEN & CO., LTD.5 years Filed as: OLSEN THIELEN & CO. LTD Service code 10 · EIN 41-1360831 | Accounting | $12,200 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $850 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,966 | $96,018+57.2% | $65,493+130.5% | $85,563+76.4% |
| Participation rate | 51.1% | 74.8%-23.7pp | 73.1%-21.9pp | 66.0%-14.8pp |
| Annual return | 14.53% | 14.51%0pp | 982.45%-967.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $3,517 | $3,235+8.7% | $2,574+36.6% | $2,654+32.5% |
| Participant deferral / active EE | $1,807 | $4,055-55.4% | $3,961-54.4% | $4,375-58.7% |
| Admin fee / account holder | $78 | $271-71.3% | $5,028-98.5% | $834-90.7% |