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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $11,726 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD. · SAN RAMON, CA 945834600 | Accounting | $10,500 |
TIAA5 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,695 | $65,557+184.8% | $64,056+191.5% | $71,457+161.3% |
| Participation rate | 98.3% | 73.2%+25.2pp | 72.3%+26.0pp | 67.9%+30.4pp |
| Annual return | 10.90% | 18.94%-8.0pp | 33.69%-22.8pp | 28.85%-17.9pp |
| Employer contribution / active EE | $5,400 | $2,669+102.3% | $2,747+96.6% | $2,588+108.7% |
| Participant deferral / active EE | $6,005 | $3,626+65.6% | $3,880+54.8% | $4,289+40.0% |
| Admin fee / account holder | $70 | $616-88.6% | $3,068-97.7% | $1,587-95.6% |