Filed January 26, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $129,418 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $121,001 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,609 | $89,436+82.9% | $164,813-0.7% | $77,643+110.7% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 13.30% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $10,127 | $2,569+294.3% | $4,341+133.3% | $2,726+271.5% |
| Participant deferral / active EE | $8,588 | $4,897+75.4% | $6,031+42.4% | $4,647+84.8% |
| Admin fee / account holder | $206 | $339-39.2% | $12,690-98.4% | $430-52.1% |