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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $272,191 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,500 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $26,000 |
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 | $90,221 | $204,517-55.9% | $69,455+29.9% | $77,787+16.0% |
| Participation rate | 98.8% | 74.6%+24.2pp | 74.6%+24.2pp | 73.2%+25.6pp |
| Annual return | 19.13% | 22.10%-3.0pp | 28.97%-9.8pp | 32.57%-13.4pp |
| Employer contribution / active EE | $5,296 | $3,548+49.3% | $2,779+90.6% | $2,504+111.4% |
| Participant deferral / active EE | $4,074 | $3,478+17.1% | $3,535+15.2% | $3,967+2.7% |
| Admin fee / account holder | $76 | $101-24.0% | $3,839-98.0% | $100-23.6% |