Filed April 1, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $83,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,435 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $89,961 | $96,403-6.7% | $93,606-3.9% | $77,787+15.7% |
| Participation rate | 98.5% | 87.6%+10.9pp | 75.8%+22.7pp | 73.2%+25.3pp |
| Annual return | 22.48% | 39.36%-16.9pp | 32.76%-10.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,354 | $3,616-7.2% | $2,718+23.4% | $2,504+33.9% |
| Participant deferral / active EE | $5,914 | $5,341+10.7% | $4,069+45.4% | $3,967+49.1% |
| Admin fee / account holder | $62 | $90-30.9% | $7,888-99.2% | $100-38.2% |