Filed March 22, 2006 (most recent of 2 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 |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD. · SAN RAMON, CA 945834600 | Accounting | $10,800 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $8,909 |
TIAA4 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,074 | $60,989+192.0% | $60,874+192.5% | $66,914+166.1% |
| Participation rate | 96.5% | 74.5%+22.0pp | 73.1%+23.4pp | 69.8%+26.7pp |
| Annual return | -9.68% | -9.60%-0.1pp | 16.90%-26.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $5,188 | $2,661+95.0% | $2,701+92.0% | $2,544+103.9% |
| Participant deferral / active EE | $5,002 | $3,615+38.4% | $3,817+31.1% | $4,237+18.1% |
| Admin fee / account holder | $65 | $338-80.8% | $3,224-98.0% | $593-89.1% |