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 LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $214,797 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $52,400 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,033 |
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 | $119,616 | $113,699+5.2% | $70,449+69.8% | $93,223+28.3% |
| Participation rate | 95.9% | 77.8%+18.1pp | 75.1%+20.9pp | 74.9%+21.0pp |
| Annual return | 14.21% | 14.93%-0.7pp | 109.03%-94.8pp | 19.29%-5.1pp |
| Employer contribution / active EE | $8,267 | $3,991+107.2% | $2,737+202.1% | $2,680+208.5% |
| Participant deferral / active EE | $0 | $4,485-100.0% | $3,709-100.0% | $4,563-100.0% |
| Admin fee / account holder | $19 | $40-52.0% | $3,845-99.5% | $79-75.5% |