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 | $82,363 |
FLIK INTERNATIONAL6+ years Service code 99 · EIN 13-2814803 | Other Fees | $5,588 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $60,730 | $66,513-8.7% | $178,490-66.0% | $106,222-42.8% |
| Participation rate | 92.3% | 73.8%+18.5pp | 81.9%+10.3pp | 70.8%+21.5pp |
| Annual return | 18.76% | 21.81%-3.0pp | 151.07%-132.3pp | 21.69%-2.9pp |
| Employer contribution / active EE | $633 | $1,776-64.4% | $5,011-87.4% | $2,723-76.8% |
| Participant deferral / active EE | $4,990 | $3,679+35.6% | $5,202-4.1% | $4,600+8.5% |
| Admin fee / account holder | $0 | $53-100.0% | $13,984-100.0% | $78-100.0% |