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 LLC4+ years Service code 28 · EIN 26-0058143 | Investment Management | $11,744 |
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 | $115,693 | $62,928+83.9% | $172,739-33.0% | $67,579+71.2% |
| Participation rate | 86.6% | 64.5%+22.2pp | 82.6%+4.0pp | 71.3%+15.3pp |
| Annual return | 16.90% | 30.36%-13.5pp | 802.84%-785.9pp | 378.56%-361.7pp |
| Employer contribution / active EE | $10,528 | $1,636+543.5% | $5,143+104.7% | $2,148+390.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $167-98.5% | $13,954-100.0% | $142-98.2% |