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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $131,339 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
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 | $131,769 | $69,159+90.5% | $125,175+5.3% | $67,579+95.0% |
| Participation rate | 90.7% | 78.2%+12.5pp | 79.8%+10.9pp | 71.3%+19.4pp |
| Annual return | 22.43% | 27.12%-4.7pp | 43.79%-21.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,953 | $2,023+194.2% | $3,865+54.0% | $2,148+177.2% |
| Participant deferral / active EE | $5,242 | $3,700+41.7% | $4,937+6.2% | $3,539+48.1% |
| Admin fee / account holder | $187 | $142+32.1% | $9,702-98.1% | $142+31.6% |