Filed March 13, 2008
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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $127,346 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $34,865 |
KREISCHER MILLER4 years Service code 10 · EIN 23-1980475 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,186 | $44,897+192.2% | $84,966+54.4% | $199,593-34.3% |
| Participation rate | 81.7% | 45.7%+36.0pp | 67.5%+14.2pp | 72.0%+9.7pp |
| Annual return | 9.82% | 20.96%-11.1pp | 66.38%-56.6pp | 34.25%-24.4pp |
| Employer contribution / active EE | $7,575 | $1,365+454.8% | $2,727+177.8% | $3,034+149.7% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $76 | $584-87.1% | $6,149-98.8% | $269-71.9% |