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 |
|---|---|---|
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 50 · EIN 34-6565596 | Direct Payment | $93,074 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,942 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $45,635 |
ISLES, INC.1+ years Service code 49 · EIN 22-2350832 | Other Services | $15,000 |
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 | $84,428 | $91,420-7.6% | $57,179+47.7% | $65,292+29.3% |
| Participation rate | 91.6% | 72.6%+19.0pp | 75.3%+16.3pp | 72.4%+19.2pp |
| Annual return | 9.42% | 7.55%+1.9pp | 14.59%-5.2pp | 11.84%-2.4pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,682-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $6,061 | $3,512+72.6% | $3,096+95.8% | $3,579+69.4% |
| Admin fee / account holder | $23 | $22+6.3% | $3,139-99.3% | $57-59.6% |