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 | $93,351+61.7% | $62,929+139.9% | $79,634+89.6% |
| Participation rate | 51.1% | 74.6%-23.5pp | 73.1%-22.0pp | 62.5%-11.3pp |
| Annual return | 14.53% | 14.37%+0.2pp | 1063.93%-1049.4pp | 36.46%-21.9pp |
| Employer contribution / active EE | $3,517 | $3,135+12.2% | $2,505+40.4% | $2,529+39.1% |
| Participant deferral / active EE | $1,807 | $3,921-53.9% | $3,888-53.5% | $3,835-52.9% |
| Admin fee / account holder | $78 | $229-66.1% | $5,065-98.5% | $1,002-92.2% |