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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $199,095 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $62,725 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN,LLP Service code 10 · EIN 41-0746749 | Accounting | $16,013 |
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 | $162,064 | $98,780+64.1% | $60,874+166.2% | $77,904+108.0% |
| Participation rate | 94.0% | 76.7%+17.3pp | 73.1%+20.9pp | 73.7%+20.3pp |
| Annual return | -11.70% | -11.56%-0.1pp | 16.90%-28.6pp | 12.21%-23.9pp |
| Employer contribution / active EE | $5,126 | $3,605+42.2% | $2,701+89.8% | $2,848+80.0% |
| Participant deferral / active EE | $6,710 | $4,200+59.8% | $3,817+75.8% | $4,806+39.6% |
| Admin fee / account holder | $108 | $89+22.0% | $3,224-96.6% | $133-18.4% |