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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $132,451 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,077 | $71,142+81.4% | $119,609+7.9% | $64,808+99.2% |
| Participation rate | 96.0% | 78.6%+17.4pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -17.34% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $7,452 | $2,497+198.4% | $4,232+76.1% | $2,506+197.4% |
| Participant deferral / active EE | $6,590 | $4,490+46.8% | $5,602+17.6% | $4,310+52.9% |
| Admin fee / account holder | $161 | $162-0.8% | $10,323-98.4% | $188-14.3% |