Filed July 28, 2017 (most recent of 2 filings on file)
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 LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $75,682 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,913 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,395 |
KREISCHER MILLER11+ years Service code 10 · EIN 23-1980475 | Accounting | $21,090 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,100 | $103,641+77.6% | $107,525+71.2% | $102,872+79.0% |
| Participation rate | 96.8% | 79.4%+17.4pp | 75.1%+21.8pp | 73.0%+23.8pp |
| Annual return | 16.25% | 13.08%+3.2pp | 181.32%-165.1pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,828 | $5,096-24.9% | $3,754+2.0% | $3,526+8.6% |
| Participant deferral / active EE | $10,309 | $3,789+172.1% | $5,116+101.5% | $5,535+86.3% |
| Admin fee / account holder | $149 | $276-46.2% | $8,919-98.3% | $292-49.1% |