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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $157,235 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $44,435 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,800 |
JONES DAY8+ years Service code 29 · EIN 34-0319085 | Legal | $13,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,930 | $98,780+20.4% | $60,874+95.4% | $77,904+52.7% |
| Participation rate | 92.7% | 76.7%+16.0pp | 73.1%+19.5pp | 73.7%+19.0pp |
| Annual return | -12.93% | -11.56%-1.4pp | 16.90%-29.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $8,625 | $3,605+139.3% | $2,701+219.3% | $2,848+202.9% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $77 | $89-13.1% | $3,224-97.6% | $133-41.9% |