Filed January 4, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,349 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Mgmt Fees | $7,942 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $90 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,914 | $69,763+71.9% | $67,502+77.6% | $74,495+61.0% |
| Participation rate | 88.4% | 71.4%+17.0pp | 72.9%+15.5pp | 67.2%+21.2pp |
| Annual return | 12.30% | -40.34%+52.6pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,908 | $2,704+81.5% | $2,731+79.7% | $2,623+87.1% |
| Participant deferral / active EE | $7,161 | $3,636+96.9% | $4,000+79.0% | $4,346+64.8% |
| Admin fee / account holder | $61 | $896-93.2% | $3,998-98.5% | $1,942-96.8% |