Filed December 14, 1992
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 | $159,795 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $42,435 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $20,373 |
JONES DAY10+ years Service code 29 · EIN 34-0319085 | Legal | $6,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,504 | $113,293+37.3% | $67,502+130.4% | $199,593-22.1% |
| Participation rate | 58.9% | 73.3%-14.5pp | 72.9%-14.0pp | 72.0%-13.1pp |
| Annual return | 12.37% | 15.88%-3.5pp | 3512.12%-3499.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $5,995 | $3,401+76.3% | $2,731+119.5% | $3,034+97.6% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $76 | $103-25.9% | $3,998-98.1% | $269-71.7% |