Filed December 19, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $243,492 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,333 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$125,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,986 | $98,780+131.8% | $60,874+276.2% | $77,904+193.9% |
| Participation rate | 70.4% | 76.7%-6.3pp | 73.1%-2.7pp | 73.7%-3.3pp |
| Annual return | -14.48% | -11.56%-2.9pp | 16.90%-31.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $5,018 | $3,605+39.2% | $2,701+85.7% | $2,848+76.2% |
| Participant deferral / active EE | $7,506 | $4,200+78.7% | $3,817+96.7% | $4,806+56.2% |
| Admin fee / account holder | $92 | $89+3.6% | $3,224-97.2% | $133-30.7% |