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 LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $284,212 |
PRICEWATERHOUSECOOPERS LLP7 years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,491 | $111,545+11.6% | $64,056+94.3% | $103,482+20.3% |
| Participation rate | 96.6% | 74.9%+21.7pp | 72.3%+24.3pp | 73.3%+23.4pp |
| Annual return | 15.82% | 17.80%-2.0pp | 33.69%-17.9pp | 33.11%-17.3pp |
| Employer contribution / active EE | $9,329 | $4,573+104.0% | $2,747+239.7% | $3,208+190.8% |
| Participant deferral / active EE | $0 | $4,715-100.0% | $3,880-100.0% | $5,207-100.0% |
| Admin fee / account holder | $37 | $45-19.0% | $3,068-98.8% | $114-68.0% |