Filed December 18, 2019
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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,944 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $23,577 |
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 | $111,079 | $80,724+37.6% | $103,333+7.5% | $74,495+49.1% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 38.43% | 27.56%+10.9pp | 24.88%+13.5pp | 1364.94%-1326.5pp |
| Employer contribution / active EE | $3,052 | $3,157-3.3% | $3,868-21.1% | $2,623+16.4% |
| Participant deferral / active EE | $11,022 | $3,860+185.5% | $5,057+117.9% | $4,346+153.6% |
| Admin fee / account holder | $299 | $2,368-87.4% | $8,355-96.4% | $1,942-84.6% |