Filed November 5, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $368,234 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $116,208 |
PROSKAUER ROSE LLP3 years Service code 16 · EIN 13-1840454 | Consulting | $31,303 |
Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 27 · EIN 46-4084533 | Advisory (Plan) | $10,859 |
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $7,692 |
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 | $129,329 | $83,057+55.7% | $143,757-10.0% | $89,394+44.7% |
| Participation rate | 98.1% | 74.0%+24.1pp | 80.3%+17.8pp | 71.3%+26.9pp |
| Annual return | -12.13% | -13.97%+1.8pp | -0.04%-12.1pp | -11.89%-0.2pp |
| Employer contribution / active EE | $4,037 | $2,095+92.7% | $4,951-18.5% | $3,022+33.6% |
| Participant deferral / active EE | $8,153 | $4,281+90.5% | $5,637+44.6% | $5,123+59.1% |
| Admin fee / account holder | $9 | $83-88.6% | $14,673-99.9% | $79-88.1% |