Filed January 18, 2006 (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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $502,410 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,000 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
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 | $112,271 | $113,293-0.9% | $67,502+66.3% | $199,593-43.7% |
| Participation rate | 78.1% | 73.3%+4.7pp | 72.9%+5.2pp | 72.0%+6.1pp |
| Annual return | 12.11% | 15.88%-3.8pp | 3512.12%-3500.0pp | 34.25%-22.1pp |
| Employer contribution / active EE | $4,775 | $3,401+40.4% | $2,731+74.9% | $3,034+57.4% |
| Participant deferral / active EE | $3,503 | $4,159-15.8% | $4,000-12.4% | $5,087-31.1% |
| Admin fee / account holder | $107 | $103+4.4% | $3,998-97.3% | $269-60.2% |