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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $62,058 |
PRICEWATERHOUSECOOPERS LLP7 years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,503 |
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 | $107,082 | $111,545-4.0% | $64,056+67.2% | $103,482+3.5% |
| Participation rate | 95.3% | 74.9%+20.4pp | 72.3%+23.0pp | 73.3%+22.0pp |
| Annual return | 16.41% | 17.80%-1.4pp | 33.69%-17.3pp | 33.11%-16.7pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,747-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $8,600 | $4,715+82.4% | $3,880+121.6% | $5,207+65.1% |
| Admin fee / account holder | $12 | $45-72.8% | $3,068-99.6% | $114-89.3% |