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 LLC8+ years Service code 49 · EIN 26-0058143 | Other Services | $116,750 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,116 | $83,057-36.0% | $143,757-63.1% | $89,394-40.6% |
| Participation rate | 90.4% | 74.0%+16.3pp | 80.3%+10.1pp | 71.3%+19.1pp |
| Annual return | -17.02% | -13.97%-3.0pp | -0.04%-17.0pp | -11.89%-5.1pp |
| Employer contribution / active EE | $698 | $2,095-66.7% | $4,951-85.9% | $3,022-76.9% |
| Participant deferral / active EE | $5,631 | $4,281+31.6% | $5,637-0.1% | $5,123+9.9% |
| Admin fee / account holder | $0 | $83-100.0% | $14,673-100.0% | $79-100.0% |