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 LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $75,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,990 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $84,541 | $105,190-19.6% | $98,907-14.5% | $90,288-6.4% |
| Participation rate | 96.3% | 86.4%+10.0pp | 76.0%+20.3pp | 73.4%+23.0pp |
| Annual return | 16.30% | 18.52%-2.2pp | 196.43%-180.1pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,223 | $3,831-15.9% | $2,689+19.9% | $2,524+27.7% |
| Participant deferral / active EE | $5,403 | $5,616-3.8% | $4,244+27.3% | $4,232+27.7% |
| Admin fee / account holder | $32 | $97-66.7% | $6,642-99.5% | $114-71.6% |