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 LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,537 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $104,962 | $37,196+182.2% | $154,107-31.9% | $55,725+88.4% |
| Participation rate | 80.8% | 64.1%+16.7pp | 83.0%-2.3pp | 70.9%+9.9pp |
| Annual return | -2.87% | 1319.68%-1322.5pp | 735.12%-738.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $10,092 | $1,614+525.3% | $5,298+90.5% | $2,078+385.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $102-98.0% | $13,411-100.0% | $115-98.3% |