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 |
|---|---|---|
Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $49,230 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 28 · EIN 34-6565596 | Investment Management | $40,854 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,750 |
Filed as: CAP TRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $11,250 |
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 | $95,561 | $98,180-2.7% | $62,995+51.7% | $177,276-46.1% |
| Participation rate | 87.9% | 75.3%+12.6pp | 74.8%+13.1pp | 74.8%+13.1pp |
| Annual return | 16.09% | 16.81%-0.7pp | 87.57%-71.5pp | 21.25%-5.2pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $6,026 | $3,805+58.4% | $3,329+81.0% | $3,881+55.3% |
| Admin fee / account holder | $14 | $31-54.8% | $3,600-99.6% | $154-90.9% |