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 LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $137,500 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,821 |
CHARLES SCHWAB & CO., INC.9+ 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 | $102,512 | $104,631-2.0% | $98,439+4.1% | $80,160+27.9% |
| Participation rate | 98.4% | 87.5%+10.9pp | 75.2%+23.3pp | 72.9%+25.5pp |
| Annual return | 16.54% | 34.72%-18.2pp | 21.16%-4.6pp | 40.38%-23.8pp |
| Employer contribution / active EE | $3,894 | $4,517-13.8% | $3,048+27.8% | $2,978+30.8% |
| Participant deferral / active EE | $7,497 | $6,545+14.5% | $4,738+58.2% | $5,017+49.4% |
| Admin fee / account holder | $73 | $105-30.7% | $8,948-99.2% | $145-49.9% |