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 LLP3+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $48,880 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 28 · EIN 34-6565596 | Investment Management | $37,500 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,876 |
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 | $83,351 | $91,937-9.3% | $59,878+39.2% | $68,904+21.0% |
| Participation rate | 96.2% | 74.4%+21.8pp | 74.7%+21.5pp | 74.1%+22.1pp |
| Annual return | -2.75% | -3.10%+0.4pp | 3.46%-6.2pp | 1.07%-3.8pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,722-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $6,475 | $3,817+69.6% | $3,402+90.3% | $4,015+61.3% |
| Admin fee / account holder | $11 | $27-58.4% | $3,590-99.7% | $71-84.4% |