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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $15,641 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD. · SAN RAMON, CA 945834600 | Accounting | $15,225 |
TIAA7 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,079 | $67,984+235.5% | $65,493+248.2% | $74,304+207.0% |
| Participation rate | 99.4% | 66.3%+33.1pp | 73.1%+26.3pp | 60.3%+39.1pp |
| Annual return | 11.84% | 19.87%-8.0pp | 982.45%-970.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $6,145 | $2,491+146.6% | $2,574+138.7% | $2,241+174.2% |
| Participant deferral / active EE | $7,293 | $3,346+118.0% | $3,961+84.1% | $3,767+93.6% |
| Admin fee / account holder | $99 | $1,373-92.8% | $5,028-98.0% | $2,969-96.7% |