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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,589 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $25,480 |
KREISCHER MILLER6+ years Service code 10 · EIN 23-1980475 | Accounting | $16,863 |
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 | $86,506 | $81,719+5.9% | $101,248-14.6% | $90,288-4.2% |
| Participation rate | 95.4% | 80.7%+14.7pp | 75.8%+19.6pp | 73.4%+22.1pp |
| Annual return | 363.29% | 337.64%+25.7pp | 46.47%+316.8pp | 53.97%+309.3pp |
| Employer contribution / active EE | $938 | $3,622-74.1% | $3,660-74.4% | $2,524-62.8% |
| Participant deferral / active EE | $3,198 | $3,310-3.4% | $4,370-26.8% | $4,232-24.4% |
| Admin fee / account holder | $38 | $162-76.2% | $5,945-99.4% | $114-66.3% |