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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $113,489 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,347 |
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 | $149,108 | $91,372+63.2% | $129,995+14.7% | $74,419+100.4% |
| Participation rate | 96.5% | 77.8%+18.7pp | 78.5%+18.0pp | 70.7%+25.8pp |
| Annual return | 18.96% | 23.21%-4.3pp | -137.18%+156.1pp | 34.38%-15.4pp |
| Employer contribution / active EE | $8,116 | $2,563+216.6% | $4,320+87.9% | $2,637+207.7% |
| Participant deferral / active EE | $7,258 | $4,721+53.7% | $5,820+24.7% | $4,528+60.3% |
| Admin fee / account holder | $139 | $283-51.1% | $10,614-98.7% | $348-60.2% |