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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $44,684 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,455 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $16,443 |
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 | $115,210 | $66,601+73.0% | $92,893+24.0% | $67,579+70.5% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.6pp | 71.3%+27.3pp |
| Annual return | 24.71% | 92.58%-67.9pp | 109.41%-84.7pp | 378.56%-353.8pp |
| Employer contribution / active EE | $2,684 | $2,775-3.3% | $3,653-26.5% | $2,148+25.0% |
| Participant deferral / active EE | $7,816 | $3,157+147.6% | $4,236+84.5% | $3,539+120.8% |
| Admin fee / account holder | $85 | $199-57.1% | $5,794-98.5% | $142-40.0% |