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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $226,406 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $196,990 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,955 |
BOUTWELL FAY LLP1 year Service code 29 · EIN 33-0802931 | Legal | $14,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $195,842 | $113,293+72.9% | $67,502+190.1% | $199,593-1.9% |
| Participation rate | 69.5% | 73.3%-3.8pp | 72.9%-3.3pp | 72.0%-2.4pp |
| Annual return | 12.26% | 15.88%-3.6pp | 3512.12%-3499.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $4,001 | $3,401+17.6% | $2,731+46.5% | $3,034+31.9% |
| Participant deferral / active EE | $5,244 | $4,159+26.1% | $4,000+31.1% | $5,087+3.1% |
| Admin fee / account holder | $171 | $103+66.8% | $3,998-95.7% | $269-36.4% |