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 |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $37,142 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 | Other Services | $32,500 |
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 | $64,941 | $58,778+10.5% | $129,207-49.7% | $77,643-16.4% |
| Participation rate | 96.9% | 59.2%+37.6pp | 69.6%+27.3pp | 70.6%+26.3pp |
| Annual return | 14.38% | 24.73%-10.3pp | 9417.33%-9402.9pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,558 | $1,952+82.3% | $4,153-14.3% | $2,726+30.5% |
| Participant deferral / active EE | $3,556 | $3,212+10.7% | $4,168-14.7% | $4,647-23.5% |
| Admin fee / account holder | $93 | $589-84.2% | $7,715-98.8% | $430-78.4% |