Filed September 13, 2015
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,964 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $7,298 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,060 | $67,984+103.1% | $65,493+110.8% | $74,304+85.8% |
| Participation rate | 97.8% | 66.3%+31.5pp | 73.1%+24.7pp | 60.3%+37.4pp |
| Annual return | 15.35% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $7,014 | $2,491+181.6% | $2,574+172.5% | $2,241+213.0% |
| Participant deferral / active EE | $6,967 | $3,346+108.2% | $3,961+75.9% | $3,767+84.9% |
| Admin fee / account holder | $59 | $1,373-95.7% | $5,028-98.8% | $2,969-98.0% |