Filed November 30, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,844 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,360 |
COASTAL PENSION SERVICES8 years Service code 13 · EIN 52-1053785 | Contract Administrator | $5,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,442 | $117,148+24.2% | $67,502+115.5% | $99,062+46.8% |
| Participation rate | 51.3% | 72.7%-21.4pp | 72.9%-21.6pp | 71.6%-20.4pp |
| Annual return | 13.53% | 14.15%-0.6pp | 3512.12%-3498.6pp | 17.66%-4.1pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $5,328 | $4,782+11.4% | $4,000+33.2% | $5,331-0.1% |
| Admin fee / account holder | $0 | $50-100.0% | $3,998-100.0% | $109-100.0% |