Filed August 16, 2018
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 LLC5+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $75,797 |
FREEDOM ONE RETIREMENT SERVICES LLC5+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $59,623 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 21 2710 CENTERVILLE ROAD · WILMINGTON, DE 19801 | Bank Trustee | $8,419 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,168 | $40,113-9.8% | $84,015-57.0% | $77,787-53.5% |
| Participation rate | 89.0% | 62.8%+26.2pp | 69.0%+19.9pp | 73.2%+15.7pp |
| Annual return | 22.31% | 23.27%-1.0pp | 71.31%-49.0pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,559 | $847+84.1% | $1,983-21.4% | $2,504-37.7% |
| Participant deferral / active EE | $3,250 | $2,030+60.1% | $3,239+0.3% | $3,967-18.1% |
| Admin fee / account holder | $155 | $92+69.3% | $6,101-97.5% | $100+55.0% |