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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $173,912 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $50,600 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,178 |
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 | $105,262 | $109,303-3.7% | $69,455+51.6% | $82,204+28.0% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 73.4%+25.1pp |
| Annual return | 18.74% | 20.08%-1.3pp | 28.97%-10.2pp | 26.31%-7.6pp |
| Employer contribution / active EE | $7,419 | $5,149+44.1% | $2,779+167.0% | $2,707+174.0% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,535-100.0% | $4,246-100.0% |
| Admin fee / account holder | $17 | $29-40.3% | $3,839-99.5% | $76-77.0% |