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 LLP6 years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $57,000 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $52,299 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $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 | $96,582 | $95,445+1.2% | $60,874+58.7% | $78,044+23.8% |
| Participation rate | 95.1% | 72.5%+22.6pp | 73.1%+22.0pp | 74.4%+20.7pp |
| Annual return | -12.39% | -12.21%-0.2pp | 16.90%-29.3pp | 10.87%-23.3pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $8,124 | $4,558+78.2% | $3,817+112.8% | $5,084+59.8% |
| Admin fee / account holder | $9 | $46-79.4% | $3,224-99.7% | $79-88.0% |