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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $48,880 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 28 · EIN 34-6565596 | Investment Management | $37,500 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,876 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,522 | $91,937-3.7% | $59,878+47.8% | $68,904+28.5% |
| Participation rate | 98.4% | 74.4%+24.0pp | 74.7%+23.7pp | 74.1%+24.3pp |
| Annual return | -4.19% | -3.10%-1.1pp | 3.46%-7.7pp | 1.07%-5.3pp |
| Employer contribution / active EE | $7,659 | $4,347+76.2% | $2,722+181.4% | $2,540+201.5% |
| Participant deferral / active EE | $0 | $3,817-100.0% | $3,402-100.0% | $4,015-100.0% |
| Admin fee / account holder | $12 | $27-55.7% | $3,590-99.7% | $71-83.4% |