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 | $140,875 |
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 | $68,525 | $68,062+0.7% | $185,823-63.1% | $106,520-35.7% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.7%+9.0pp | 71.3%+19.4pp |
| Annual return | 16.17% | 18.20%-2.0pp | 122.05%-105.9pp | 19.28%-3.1pp |
| Employer contribution / active EE | $642 | $1,997-67.8% | $5,167-87.6% | $2,840-77.4% |
| Participant deferral / active EE | $5,432 | $3,990+36.1% | $5,568-2.4% | $4,948+9.8% |
| Admin fee / account holder | $0 | $53-100.0% | $16,237-100.0% | $75-100.0% |