Filed December 3, 2018 (most recent of 6 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $57,293 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,436 |
HCVT10+ years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $19,125 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $301 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,552 | $108,549+72.8% | $156,263+20.0% | $85,563+119.2% |
| Participation rate | 94.3% | 77.1%+17.2pp | 78.9%+15.4pp | 66.0%+28.4pp |
| Annual return | 12.65% | 21.79%-9.1pp | 59.47%-46.8pp | 31.51%-18.9pp |
| Employer contribution / active EE | $6,499 | $2,690+141.7% | $4,333+50.0% | $2,654+144.9% |
| Participant deferral / active EE | $8,576 | $4,800+78.7% | $6,158+39.3% | $4,375+96.0% |
| Admin fee / account holder | $207 | $650-68.2% | $14,255-98.5% | $834-75.2% |