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 LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $34,901 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,802 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $15,222 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,600 | $57,921+54.7% | $84,750+5.7% | $57,658+55.4% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 8.18% | 10.24%-2.1pp | 22.78%-14.6pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,364 | $2,598-9.0% | $3,574-33.9% | $1,974+19.8% |
| Participant deferral / active EE | $6,673 | $2,742+143.4% | $3,712+79.8% | $3,061+118.0% |
| Admin fee / account holder | $86 | $130-34.1% | $5,332-98.4% | $95-9.5% |