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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $17,509 |
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD. · SAN RAMON, CA 945834600 | Accounting | $15,424 |
TIAA6 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $1,150 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,567 | $69,763+206.1% | $67,502+216.4% | $74,495+186.7% |
| Participation rate | 99.4% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 21.06% | -40.34%+61.4pp | 3512.12%-3491.1pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $101 | $896-88.7% | $3,998-97.5% | $1,942-94.8% |