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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,171 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $39,520 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $32,210 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $397 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,637 | $117,148+58.5% | $67,511+175.0% | $99,061+87.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 72.9%+27.1pp | 71.6%+28.4pp |
| Annual return | 13.37% | 14.15%-0.8pp | 3517.41%-3504.0pp | 17.66%-4.3pp |
| Employer contribution / active EE | $10,786 | $4,623+133.3% | $2,733+294.7% | $3,261+230.8% |
| Participant deferral / active EE | $3,308 | $4,782-30.8% | $4,000-17.3% | $5,331-38.0% |
| Admin fee / account holder | $13 | $50-74.7% | $3,999-99.7% | $109-88.3% |