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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $291,826 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,236 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $22,650 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,981 | $105,581-2.5% | $70,449+46.2% | $90,288+14.1% |
| Participation rate | 99.0% | 77.5%+21.5pp | 75.1%+24.0pp | 73.4%+25.7pp |
| Annual return | 12.59% | 14.78%-2.2pp | 109.03%-96.4pp | 53.97%-41.4pp |
| Employer contribution / active EE | $5,609 | $3,304+69.8% | $2,737+105.0% | $2,524+122.2% |
| Participant deferral / active EE | $4,378 | $3,813+14.8% | $3,709+18.0% | $4,232+3.4% |
| Admin fee / account holder | $79 | $68+16.3% | $3,845-98.0% | $114-31.1% |