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 LLP5+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $52,400 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $50,746 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,620 |
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 | $105,703 | $113,699-7.0% | $70,449+50.0% | $93,223+13.4% |
| Participation rate | 93.4% | 77.8%+15.6pp | 75.1%+18.3pp | 74.9%+18.5pp |
| Annual return | 15.17% | 14.93%+0.2pp | 109.03%-93.9pp | 19.29%-4.1pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,737-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $7,152 | $4,485+59.4% | $3,709+92.8% | $4,563+56.7% |
| Admin fee / account holder | $9 | $40-78.2% | $3,845-99.8% | $79-88.9% |