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 LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $123,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,779 |
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 | $68,147 | $73,283-7.0% | $155,509-56.2% | $106,382-35.9% |
| Participation rate | 87.5% | 73.3%+14.2pp | 78.2%+9.3pp | 69.9%+17.6pp |
| Annual return | 16.37% | 15.77%+0.6pp | 64.67%-48.3pp | 17.37%-1.0pp |
| Employer contribution / active EE | $759 | $2,247-66.2% | $4,672-83.8% | $3,364-77.4% |
| Participant deferral / active EE | $5,932 | $4,580+29.5% | $5,626+5.4% | $5,569+6.5% |
| Admin fee / account holder | $0 | $56-100.0% | $15,912-100.0% | $79-100.0% |