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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $403,254 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,000 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,790 | $98,780-6.1% | $60,874+52.4% | $77,904+19.1% |
| Participation rate | 96.9% | 76.7%+20.2pp | 73.1%+23.8pp | 73.7%+23.2pp |
| Annual return | -12.82% | -11.56%-1.3pp | 16.90%-29.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $5,714 | $3,605+58.5% | $2,701+111.5% | $2,848+100.7% |
| Participant deferral / active EE | $4,405 | $4,200+4.9% | $3,817+15.4% | $4,806-8.3% |
| Admin fee / account holder | $94 | $89+6.1% | $3,224-97.1% | $133-29.1% |