Filed August 14, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $183,408 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $39,900 |
Filed as: CAP TRUST (CAPFINANCIAL PARTNERS, L Service code 16 · EIN 26-0058143 | Consulting | $20,938 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,666 | $123,077-8.5% | $116,228-3.1% | $102,872+9.5% |
| Participation rate | 98.4% | 87.0%+11.4pp | 74.6%+23.8pp | 73.0%+25.3pp |
| Annual return | 9.16% | 15.84%-6.7pp | 90.06%-80.9pp | 19.06%-9.9pp |
| Employer contribution / active EE | $6,864 | $4,380+56.7% | $2,994+129.2% | $3,526+94.6% |
| Participant deferral / active EE | $5,198 | $6,746-22.9% | $4,953+4.9% | $5,535-6.1% |
| Admin fee / account holder | $88 | $115-23.6% | $11,989-99.3% | $292-69.8% |