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 LLC5+ years Service code 49 · EIN 26-0058143 | Other Services | $11,923 |
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 | $133,870 | $52,293+156.0% | $178,490-25.0% | $73,409+82.4% |
| Participation rate | 84.6% | 65.3%+19.2pp | 81.9%+2.7pp | 72.2%+12.4pp |
| Annual return | 13.27% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $10,129 | $1,735+483.7% | $5,011+102.2% | $2,234+353.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |