Filed July 22, 2016 (most recent of 13 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $383,687 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $250,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,941 | $113,293+45.6% | $67,502+144.3% | $199,593-17.4% |
| Participation rate | 94.1% | 73.3%+20.7pp | 72.9%+21.2pp | 72.0%+22.1pp |
| Annual return | 12.93% | 15.88%-2.9pp | 3512.12%-3499.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,313 | $3,401+56.2% | $2,731+94.5% | $3,034+75.1% |
| Participant deferral / active EE | $5,857 | $4,159+40.8% | $4,000+46.4% | $5,087+15.1% |
| Admin fee / account holder | $118 | $103+14.7% | $3,998-97.1% | $269-56.2% |