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 LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $223,748 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $63,500 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,039 | $117,739+31.7% | $65,493+136.7% | $117,739+31.7% |
| Participation rate | 98.2% | 76.6%+21.5pp | 73.1%+25.1pp | 76.6%+21.5pp |
| Annual return | 15.73% | 17.29%-1.6pp | 982.45%-966.7pp | 17.29%-1.6pp |
| Employer contribution / active EE | $11,168 | $3,746+198.1% | $2,574+333.8% | $3,746+198.1% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $3,961-100.0% | $6,128-100.0% |
| Admin fee / account holder | $18 | $112-84.3% | $5,028-99.7% | $112-84.3% |