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 LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $95,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,078 |
CHARLES SCHWAB & CO., INC.10+ 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 | $115,695 | $112,623+2.7% | $106,213+8.9% | $199,593-42.0% |
| Participation rate | 98.3% | 86.2%+12.1pp | 75.3%+23.0pp | 72.0%+26.3pp |
| Annual return | 13.05% | 15.57%-2.5pp | 116.14%-103.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $3,801 | $4,575-16.9% | $3,171+19.9% | $3,034+25.3% |
| Participant deferral / active EE | $7,209 | $6,659+8.2% | $5,016+43.7% | $5,087+41.7% |
| Admin fee / account holder | $57 | $107-46.8% | $11,033-99.5% | $269-78.8% |