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 LLC9+ years Service code 16 · EIN 26-0058143 | Consulting | $13,615 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,793 |
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 | $127,606 | $50,815+151.1% | $155,509-17.9% | $77,643+64.3% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.7pp | 70.6%+13.3pp |
| Annual return | 12.67% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $12,890 | $1,993+546.8% | $4,672+175.9% | $2,726+372.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $12 | $437-97.2% | $15,912-99.9% | $430-97.2% |