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 LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,776 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,708 |
COASTAL PENSION SERVICES7 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 | $134,504 | $111,545+20.6% | $64,056+110.0% | $103,482+30.0% |
| Participation rate | 50.1% | 74.9%-24.9pp | 72.3%-22.2pp | 73.3%-23.2pp |
| Annual return | 15.84% | 17.80%-2.0pp | 33.69%-17.8pp | 33.11%-17.3pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,747-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $5,096 | $4,715+8.1% | $3,880+31.3% | $5,207-2.1% |
| Admin fee / account holder | $0 | $45-100.0% | $3,068-100.0% | $114-100.0% |