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 6-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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS INC Service code 16 · EIN 26-0058143 | Consulting | $52,125 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $15,855 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,823 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 60 | Sub-TA Fees | $0 |
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 | $80,607 | $50,498+59.6% | $75,781+6.4% | $55,191+46.0% |
| Participation rate | 99.5% | 69.4%+30.1pp | 75.8%+23.7pp | 69.2%+30.3pp |
| Annual return | -1.22% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $13,867 | $2,291+505.4% | $3,323+317.3% | $1,899+630.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $60 | $123-50.8% | $5,299-98.9% | $91-33.4% |