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 LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $95,000 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,372 |
CHARLES SCHWAB & CO., INC.11+ 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 | $131,157 | $123,077+6.6% | $116,228+12.8% | $102,872+27.5% |
| Participation rate | 98.9% | 87.0%+11.9pp | 74.6%+24.3pp | 73.0%+25.8pp |
| Annual return | 16.04% | 15.84%+0.2pp | 90.06%-74.0pp | 19.06%-3.0pp |
| Employer contribution / active EE | $4,029 | $4,380-8.0% | $2,994+34.6% | $3,526+14.3% |
| Participant deferral / active EE | $7,265 | $6,746+7.7% | $4,953+46.7% | $5,535+31.3% |
| Admin fee / account holder | $51 | $115-56.0% | $11,989-99.6% | $292-82.6% |