Filed April 13, 2018
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 |
|---|---|---|
Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $49,230 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 28 · EIN 34-6565596 | Investment Management | $40,854 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,750 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,978 |
CAP FINANCIAL PARTNERS, LLC3+ years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $11,250 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,169 | $98,180-4.1% | $62,995+49.5% | $177,276-46.9% |
| Participation rate | 91.7% | 75.3%+16.4pp | 74.8%+16.9pp | 74.8%+16.9pp |
| Annual return | 15.22% | 16.81%-1.6pp | 87.57%-72.4pp | 21.25%-6.0pp |
| Employer contribution / active EE | $6,741 | $3,885+73.5% | $2,759+144.3% | $2,479+171.9% |
| Participant deferral / active EE | $0 | $3,805-100.0% | $3,329-100.0% | $3,881-100.0% |
| Admin fee / account holder | $12 | $31-60.0% | $3,600-99.7% | $154-91.9% |