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 LLC6+ years Service code 49 · EIN 26-0058143 | Other Services | $15,499 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping 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 | $134,626 | $56,485+138.3% | $185,823-27.6% | $86,799+55.1% |
| Participation rate | 86.2% | 65.5%+20.7pp | 81.7%+4.5pp | 72.3%+13.9pp |
| Annual return | 12.70% | 118.04%-105.3pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $10,266 | $1,843+457.1% | $5,167+98.7% | $2,405+326.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |