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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 10 · EIN 26-0058143 | Accounting | $12,365 |
Filed as: FIDELITY INVSTS INST OPER CO, INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTS ISNT 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 | $104,115 | $36,916+182.0% | $156,549-33.5% | $57,658+80.6% |
| Participation rate | 79.4% | 63.4%+16.0pp | 84.0%-4.6pp | 70.2%+9.2pp |
| Annual return | 5.85% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $9,349 | $1,571+495.3% | $5,501+69.9% | $1,974+373.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |