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 |
|---|---|---|
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $398,373 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 49 · EIN 26-0058143 | Other Services | $127,517 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,770 |
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 | $76,535 | $121,719-37.1% | $154,803-50.6% | $140,769-45.6% |
| Participation rate | 90.8% | 76.3%+14.6pp | 78.1%+12.8pp | 74.2%+16.7pp |
| Annual return | 21.22% | 19.22%+2.0pp | 58.88%-37.7pp | 16.82%+4.4pp |
| Employer contribution / active EE | $864 | $2,466-65.0% | $4,305-79.9% | $3,906-77.9% |
| Participant deferral / active EE | $7,062 | $5,384+31.2% | $5,540+27.5% | $6,717+5.1% |
| Admin fee / account holder | $23 | $71-68.1% | $14,329-99.8% | $229-90.2% |