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 LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 29 · EIN 26-0058143 | Legal | $47,500 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,156 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,340 | $136,266-33.7% | $90,749-0.5% | $77,904+16.0% |
| Participation rate | 98.7% | 86.6%+12.0pp | 75.7%+23.0pp | 73.7%+25.0pp |
| Annual return | -14.84% | -11.32%-3.5pp | -12.16%-2.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,573 | $4,215-15.2% | $2,921+22.3% | $2,848+25.5% |
| Participant deferral / active EE | $6,920 | $6,353+8.9% | $4,564+51.6% | $4,806+44.0% |
| Admin fee / account holder | $31 | $399-92.2% | $8,445-99.6% | $133-76.6% |