Filed June 16, 2016 (most recent of 2 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 19 · EIN 51-0396365 | Securities Custodian | $480,461 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,576 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,068 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $880 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $579 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $394 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,617 | $66,513+9.2% | $178,490-59.3% | $106,222-31.6% |
| Participation rate | 94.7% | 73.8%+21.0pp | 81.9%+12.8pp | 70.8%+23.9pp |
| Annual return | 15.46% | 21.81%-6.4pp | 151.07%-135.6pp | 21.69%-6.2pp |
| Employer contribution / active EE | $1,661 | $1,776-6.5% | $5,011-66.9% | $2,723-39.0% |
| Participant deferral / active EE | $4,680 | $3,679+27.2% | $5,202-10.0% | $4,600+1.7% |
| Admin fee / account holder | $29 | $53-45.9% | $13,984-99.8% | $78-63.1% |