Filed November 9, 2005 (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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Other Services | $41,152 |
TIAA7+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $31,095 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,023 | $62,723+3.7% | $142,863-54.5% | $86,799-25.1% |
| Participation rate | 97.3% | 62.6%+34.8pp | 71.9%+25.4pp | 72.3%+25.1pp |
| Annual return | 13.48% | 17.62%-4.1pp | 5637.54%-5624.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,662 | $1,627+2.2% | $4,144-59.9% | $2,405-30.9% |
| Participant deferral / active EE | $1,906 | $3,039-37.3% | $3,837-50.3% | $4,131-53.9% |
| Admin fee / account holder | $104 | $140-25.5% | $6,560-98.4% | $170-38.7% |