Filed July 18, 2013
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 LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $109,789 |
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $96,089 |
Filed as: REDW WEALTH LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $9,880 |
PHYSICIAN WEALTH SOLUTIONS3 years Filed as: PHYSICIAN WEALTH SOLUTIONS INC Service code 26 · EIN 46-3705575 | Advisory (Participants) | $5,761 |
Filed as: CBIZ CPAS P.C. Service code 10 4722 N 24TH STREET · PHOENIX, AZ 85016 | Accounting | $5,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $363 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,690 | $50,815+418.9% | $155,509+69.6% | $77,643+239.6% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 13.34% | 34.80%-21.5pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $15,403 | $1,993+673.0% | $4,672+229.7% | $2,726+465.1% |
| Participant deferral / active EE | $12,733 | $2,822+351.2% | $5,626+126.3% | $4,647+174.0% |
| Admin fee / account holder | $203 | $437-53.5% | $15,912-98.7% | $430-52.8% |