Filed April 1, 2022 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $57,044 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 49 · EIN 26-0058143 | Other Services | $14,024 |
Filed as: FIDELITY INVSTS INST OPER CO,INC. Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,232 | $50,982+180.9% | $154,803-7.5% | $85,563+67.4% |
| Participation rate | 82.4% | 59.8%+22.7pp | 78.1%+4.4pp | 66.0%+16.5pp |
| Annual return | 15.35% | 30.35%-15.0pp | 58.88%-43.5pp | 31.51%-16.2pp |
| Employer contribution / active EE | $14,361 | $1,708+740.7% | $4,305+233.6% | $2,654+441.2% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $39 | $846-95.3% | $14,329-99.7% | $834-95.3% |