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 LLP9 years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $63,500 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $45,832 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,282 |
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 | $143,489 | $117,739+21.9% | $65,493+119.1% | $117,739+21.9% |
| Participation rate | 85.9% | 76.6%+9.3pp | 73.1%+12.8pp | 76.6%+9.3pp |
| Annual return | 18.01% | 17.29%+0.7pp | 982.45%-964.4pp | 17.29%+0.7pp |
| Employer contribution / active EE | $0 | $3,746-100.0% | $2,574-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $8,952 | $6,128+46.1% | $3,961+126.0% | $6,128+46.1% |
| Admin fee / account holder | $9 | $112-92.4% | $5,028-99.8% | $112-92.4% |