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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $58,772 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,619 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,260 |
KREISCHER MILLER8+ years Service code 10 · EIN 23-1980475 | Accounting | $18,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,337 | $106,236+26.5% | $112,228+19.7% | $64,808+107.3% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.1%+22.2pp | 71.5%+25.8pp |
| Annual return | -16.24% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,898 | $3,166-8.5% | $3,635-20.3% | $2,506+15.6% |
| Participant deferral / active EE | $8,551 | $3,785+125.9% | $4,728+80.8% | $4,310+98.4% |
| Admin fee / account holder | $137 | $452-69.6% | $6,410-97.9% | $188-26.9% |