Filed July 5, 2016 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,163 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $17,824 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,692 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,127 | $111,608-51.5% | $177,821-69.6% | $73,409-26.3% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.7%+2.3pp | 72.2%+17.8pp |
| Annual return | 15.18% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,380 | $3,796-37.3% | $5,918-59.8% | $2,234+6.6% |
| Participant deferral / active EE | $3,228 | $6,199-47.9% | $7,714-58.2% | $3,805-15.2% |
| Admin fee / account holder | $163 | $166-1.3% | $12,427-98.7% | $158+3.5% |