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 LLC9+ years Service code 49 · EIN 26-0058143 | Other Services | $120,197 |
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 | $60,441 | $68,330-11.5% | $149,673-59.6% | $96,393-37.3% |
| Participation rate | 89.9% | 74.6%+15.4pp | 78.8%+11.2pp | 71.3%+18.7pp |
| Annual return | 20.57% | 29.64%-9.1pp | 134.42%-113.8pp | 22.88%-2.3pp |
| Employer contribution / active EE | $779 | $2,139-63.6% | $4,818-83.8% | $3,238-75.9% |
| Participant deferral / active EE | $5,906 | $4,422+33.6% | $5,680+4.0% | $5,455+8.3% |
| Admin fee / account holder | $0 | $52-100.0% | $13,210-100.0% | $74-100.0% |