Filed July 29, 2015
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 3-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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $14,205 |
HOZIK & COMPANY P.L.C1 year Filed as: HOZIK& COMPANY, P.L.C Service code 10 · EIN 54-1963607 374 MAPLE AVE E STE 305 · VIENNA, VA 221804718 | Accounting | $11,400 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 9100 KEYSTONE XING STE 700 · INDIANAPOLIS, IN 46240 | Investment Management | $10,000 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $5,649 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Management | $5,499 |
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 | $132,190 | $48,795+170.9% | $65,493+101.8% | $84,808+55.9% |
| Participation rate | 92.1% | 67.0%+25.2pp | 73.1%+19.0pp | 68.3%+23.8pp |
| Annual return | 11.35% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,159 | $1,930+167.3% | $2,574+100.4% | $2,631+96.1% |
| Participant deferral / active EE | $6,697 | $2,928+128.7% | $3,961+69.1% | $4,212+59.0% |
| Admin fee / account holder | $239 | $3,877-93.8% | $5,028-95.2% | $7,344-96.7% |