Filed May 30, 2014 (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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $39,822 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $32,907 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,075 | $66,124+87.6% | $90,404+37.2% | $73,488+68.8% |
| Participation rate | 99.5% | 69.7%+29.8pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 14.24% | 17.65%-3.4pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $6,061 | $2,346+158.3% | $3,262+85.8% | $2,270+167.0% |
| Participant deferral / active EE | $6,376 | $3,039+109.8% | $3,963+60.9% | $3,740+70.5% |
| Admin fee / account holder | $162 | $396-59.2% | $5,611-97.1% | $513-68.5% |