Filed August 7, 2006
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $195,767 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $76,828 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 146041707 | Legal | $49,972 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,150 | $113,293+79.3% | $67,502+201.0% | $199,593+1.8% |
| Participation rate | 69.9% | 73.3%-3.4pp | 72.9%-3.0pp | 72.0%-2.1pp |
| Annual return | 12.38% | 15.88%-3.5pp | 3512.12%-3499.7pp | 34.25%-21.9pp |
| Employer contribution / active EE | $4,667 | $3,401+37.2% | $2,731+70.9% | $3,034+53.8% |
| Participant deferral / active EE | $3,492 | $4,159-16.0% | $4,000-12.7% | $5,087-31.4% |
| Admin fee / account holder | $49 | $103-52.6% | $3,998-98.8% | $269-81.9% |