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 LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $70,833 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $66,339 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,765 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $20,090 |
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 | $168,249 | $82,917+102.9% | $103,333+62.8% | $77,643+116.7% |
| Participation rate | 97.0% | 71.6%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 17.34% | 19.13%-1.8pp | 24.88%-7.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,976 | $3,552-16.2% | $3,868-23.1% | $2,726+9.2% |
| Participant deferral / active EE | $9,229 | $4,108+124.6% | $5,057+82.5% | $4,647+98.6% |
| Admin fee / account holder | $158 | $638-75.2% | $8,355-98.1% | $430-63.3% |