Filed July 2, 2018 (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 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $384,633 |
CAPITAL INVESTMENT GROUP INC2 years Filed as: CAPITAL INVESTMENT GROUP, INC. Service code 27 · EIN 56-1394939 | Advisory (Plan) | $150,000 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,285 |
Filed as: UBS FINANCIALS SERVICES Service code 16 · EIN 13-2638166 | Consulting | $46,582 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,249 | $80,976-81.2% | $122,332-87.5% | $80,976-81.2% |
| Participation rate | 72.4% | 68.3%+4.2pp | 71.6%+0.8pp | 68.3%+4.2pp |
| Annual return | 16.25% | 22.91%-6.7pp | 30.27%-14.0pp | 22.91%-6.7pp |
| Employer contribution / active EE | $390 | $2,402-83.7% | $4,050-90.4% | $2,402-83.7% |
| Participant deferral / active EE | $1,842 | $3,848-52.1% | $3,287-44.0% | $3,848-52.1% |
| Admin fee / account holder | $75 | $67+11.0% | $5,478-98.6% | $67+11.0% |