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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $129,521 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $35,998 |
MOSS ADAMS LLP9 years Service code 10 · EIN 91-1890050 | Accounting | $20,373 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 50 · EIN 74-1625348 | Direct Payment | $556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,623 | $113,293+17.1% | $67,502+96.5% | $199,593-33.6% |
| Participation rate | 56.1% | 73.3%-17.2pp | 72.9%-16.8pp | 72.0%-15.9pp |
| Annual return | 12.49% | 15.88%-3.4pp | 3512.12%-3499.6pp | 34.25%-21.8pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,083 | $4,159+22.2% | $4,000+27.1% | $5,087-0.1% |
| Admin fee / account holder | $66 | $103-35.2% | $3,998-98.3% | $269-75.3% |