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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $230,727 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 17 · EIN 45-0479693 | Pension Consulting | $54,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $17,000 |
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 | $68,729 | $85,199-19.3% | $57,179+20.2% | $63,975+7.4% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.3%+23.9pp | 71.1%+28.1pp |
| Annual return | 7.89% | 10.43%-2.5pp | 14.59%-6.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $5,066 | $3,446+47.0% | $2,682+88.9% | $2,182+132.2% |
| Participant deferral / active EE | $3,914 | $3,109+25.9% | $3,096+26.4% | $3,356+16.6% |
| Admin fee / account holder | $67 | $39+72.4% | $3,139-97.9% | $70-5.5% |