Filed August 15, 2018 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $261,928 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $219,286 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,247 | $160,882+20.7% | $200,582-3.2% | $102,872+88.8% |
| Participation rate | 78.3% | 91.2%-12.9pp | 86.9%-8.6pp | 73.0%+5.2pp |
| Annual return | 15.59% | 18.15%-2.6pp | 42.33%-26.7pp | 19.06%-3.5pp |
| Employer contribution / active EE | $3,746 | $5,602-33.1% | $6,419-41.6% | $3,526+6.2% |
| Participant deferral / active EE | $8,246 | $9,300-11.3% | $9,331-11.6% | $5,535+49.0% |
| Admin fee / account holder | $146 | $125+17.1% | $16,305-99.1% | $292-50.0% |