Filed June 1, 2012 (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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 15 · EIN 26-0058143 4208 SIX FORKS RD #1700 · RALEIGH, NC 276095731 | Recordkeeping | $29,805 |
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 15 · EIN 74-1625348 | Recordkeeping | $9,303 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,488 | $84,948+21.8% | $70,449+46.9% | $73,409+41.0% |
| Participation rate | 58.3% | 79.9%-21.6pp | 75.1%-16.8pp | 72.2%-13.9pp |
| Annual return | 13.66% | 13.39%+0.3pp | 109.03%-95.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,947 | $2,834-31.3% | $2,737-28.9% | $2,234-12.9% |
| Participant deferral / active EE | $3,540 | $3,387+4.5% | $3,709-4.6% | $3,805-7.0% |
| Admin fee / account holder | $89 | $98-9.3% | $3,845-97.7% | $158-43.6% |