Filed August 16, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $115,718 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $112,351 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,785 | $44,626-10.8% | $86,188-53.8% | $80,160-50.4% |
| Participation rate | 90.4% | 63.5%+26.9pp | 69.0%+21.4pp | 72.9%+17.5pp |
| Annual return | 17.98% | 19.61%-1.6pp | 1168.45%-1150.5pp | 40.38%-22.4pp |
| Employer contribution / active EE | $1,814 | $1,099+65.1% | $2,380-23.8% | $2,978-39.1% |
| Participant deferral / active EE | $3,728 | $2,769+34.6% | $3,985-6.5% | $5,017-25.7% |
| Admin fee / account holder | $153 | $133+14.9% | $6,852-97.8% | $145+5.6% |