Filed December 15, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $28,500 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,543 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,875 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,057 | $145,906-47.2% | $67,511+14.1% | $106,408-27.6% |
| Participation rate | 56.2% | 67.1%-10.9pp | 72.9%-16.6pp | 69.9%-13.6pp |
| Annual return | 17.17% | 15.10%+2.1pp | 3517.41%-3500.2pp | 17.37%-0.2pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,733-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $2,463 | $5,093-51.6% | $4,000-38.4% | $5,567-55.7% |
| Admin fee / account holder | $5 | $38-86.8% | $3,999-99.9% | $79-93.7% |