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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $123,307 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,250 |
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 | $147,570 | $78,419+88.2% | $133,956+10.2% | $73,409+101.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.8%+13.4pp | 72.2%+21.1pp |
| Annual return | 17.80% | 33.35%-15.5pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $6,562 | $2,044+221.1% | $3,919+67.5% | $2,234+193.8% |
| Participant deferral / active EE | $5,771 | $3,925+47.0% | $5,048+14.3% | $3,805+51.7% |
| Admin fee / account holder | $178 | $161+10.1% | $8,927-98.0% | $158+12.5% |