Filed February 7, 2006
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 | $267,844 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $45,973 |
CAMMACK LARHETTE ADVISORS7+ years Service code 16 · EIN 13-3052851 | Consulting | $19,901 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN,LLP Service code 10 · EIN 41-0746749 | Accounting | $14,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,140 | $120,057+52.5% | $75,696+141.9% | $93,030+96.9% |
| Participation rate | 93.4% | 77.3%+16.1pp | 74.8%+18.6pp | 73.9%+19.5pp |
| Annual return | 14.34% | 19.62%-5.3pp | 104.53%-90.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $4,699 | $3,253+44.4% | $2,743+71.3% | $2,706+73.7% |
| Participant deferral / active EE | $6,062 | $4,089+48.3% | $3,821+58.6% | $4,562+32.9% |
| Admin fee / account holder | $135 | $81+65.6% | $3,619-96.3% | $152-11.1% |