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 27 · EIN 26-0058143 | Advisory (Plan) | $135,695 |
FLIK INTERNATIONAL5+ years Service code 99 · EIN 13-2814803 | Other Fees | $8,791 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $53 |
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 | $51,914 | $58,202-10.8% | $172,739-69.9% | $89,569-42.0% |
| Participation rate | 92.4% | 72.8%+19.6pp | 82.6%+9.8pp | 69.6%+22.8pp |
| Annual return | 24.08% | 61.59%-37.5pp | 802.84%-778.8pp | 34.56%-10.5pp |
| Employer contribution / active EE | $571 | $1,759-67.5% | $5,143-88.9% | $2,584-77.9% |
| Participant deferral / active EE | $4,737 | $3,335+42.0% | $5,198-8.9% | $4,220+12.2% |
| Admin fee / account holder | $0 | $53-100.0% | $13,954-100.0% | $72-100.0% |