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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $75,613 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,750 |
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 | $115,965 | $62,267+86.2% | $110,238+5.2% | $55,725+108.1% |
| Participation rate | 87.7% | 78.1%+9.6pp | 79.8%+7.9pp | 70.9%+16.9pp |
| Annual return | -5.77% | -1.07%-4.7pp | 314.74%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $5,645 | $1,941+190.8% | $3,826+47.5% | $2,078+171.6% |
| Participant deferral / active EE | $4,960 | $3,516+41.1% | $4,672+6.2% | $3,356+47.8% |
| Admin fee / account holder | $172 | $121+42.2% | $8,547-98.0% | $115+49.2% |