Filed March 4, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $134,579 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,000 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $16,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,057 | $58,778-31.9% | $129,207-69.0% | $77,643-48.4% |
| Participation rate | 98.2% | 59.2%+39.0pp | 69.6%+28.6pp | 70.6%+27.6pp |
| Annual return | 16.24% | 24.73%-8.5pp | 9417.33%-9401.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,901 | $1,952-2.6% | $4,153-54.2% | $2,726-30.3% |
| Participant deferral / active EE | $3,018 | $3,212-6.1% | $4,168-27.6% | $4,647-35.1% |
| Admin fee / account holder | $271 | $589-53.9% | $7,715-96.5% | $430-36.9% |