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 LLC2+ years Service code 49 · EIN 26-0058143 | Other Services | $16,758 |
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 | $110,547 | $46,173+139.4% | $170,442-35.1% | $69,631+58.8% |
| Participation rate | 86.4% | 63.9%+22.5pp | 83.6%+2.8pp | 70.7%+15.7pp |
| Annual return | 14.19% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $9,537 | $1,610+492.5% | $5,433+75.6% | $2,032+369.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |