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 LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,749 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,846 | $114,195-10.8% | $106,548-4.4% | $93,030+9.5% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.1%+22.2pp | 73.9%+24.5pp |
| Annual return | 15.61% | 22.18%-6.6pp | 26.80%-11.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $3,567 | $4,009-11.0% | $2,819+26.5% | $2,706+31.8% |
| Participant deferral / active EE | $6,551 | $5,908+10.9% | $4,398+49.0% | $4,562+43.6% |
| Admin fee / account holder | $27 | $105-74.7% | $7,407-99.6% | $152-82.5% |