Filed June 28, 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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $521,234 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,533 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,615 | $67,679+35.4% | $155,509-41.1% | $99,062-7.5% |
| Participation rate | 94.7% | 67.2%+27.5pp | 78.2%+16.5pp | 71.6%+23.1pp |
| Annual return | 13.73% | 16.16%-2.4pp | 64.67%-50.9pp | 17.66%-3.9pp |
| Employer contribution / active EE | $2,238 | $2,268-1.3% | $4,672-52.1% | $3,262-31.4% |
| Participant deferral / active EE | $6,598 | $3,828+72.3% | $5,626+17.3% | $5,331+23.7% |
| Admin fee / account holder | $50 | $94-46.6% | $15,912-99.7% | $109-54.1% |