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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $65,468 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,069 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,559 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $18,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,663 | $92,971+65.3% | $96,683+58.9% | $74,419+106.5% |
| Participation rate | 97.6% | 71.5%+26.1pp | 74.3%+23.3pp | 70.7%+26.9pp |
| Annual return | 20.89% | 37.49%-16.6pp | 35.69%-14.8pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,847 | $3,426-16.9% | $3,737-23.8% | $2,637+8.0% |
| Participant deferral / active EE | $8,784 | $3,970+121.2% | $4,878+80.1% | $4,528+94.0% |
| Admin fee / account holder | $148 | $633-76.6% | $6,730-97.8% | $348-57.3% |