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 LLC7+ years Service code 49 · EIN 26-0058143 | Other Services | $12,834 |
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 | $109,501 | $46,292+136.5% | $143,757-23.8% | $64,808+69.0% |
| Participation rate | 81.1% | 64.2%+16.8pp | 80.3%+0.7pp | 71.5%+9.6pp |
| Annual return | -13.03% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $11,420 | $1,910+498.0% | $4,951+130.7% | $2,506+355.7% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |