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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48384 | Advisory (Participants) | $145,564 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $129,524 |
Filed as: CHARKES SCHWAB & CO., INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 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 | $42,950 | $48,698-11.8% | $93,606-54.1% | $199,593-78.5% |
| Participation rate | 88.0% | 63.5%+24.4pp | 68.7%+19.2pp | 72.0%+16.0pp |
| Annual return | 14.10% | 15.34%-1.2pp | 133.20%-119.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,733 | $1,135+52.7% | $2,420-28.4% | $3,034-42.9% |
| Participant deferral / active EE | $3,588 | $2,817+27.4% | $4,411-18.7% | $5,087-29.5% |
| Admin fee / account holder | $155 | $195-20.7% | $8,285-98.1% | $269-42.5% |