Filed January 2, 2018
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $90,898 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $78,482 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,033 | $155,364+145.9% | $103,476+269.2% | $77,643+392.0% |
| Participation rate | 99.4% | 85.5%+13.9pp | 80.5%+18.9pp | 70.6%+28.8pp |
| Annual return | 17.67% | 19.02%-1.4pp | 23.90%-6.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $9,995 | $5,949+68.0% | $4,672+113.9% | $2,726+266.7% |
| Participant deferral / active EE | $15,565 | $8,482+83.5% | $6,623+135.0% | $4,647+234.9% |
| Admin fee / account holder | $201 | $503-59.9% | $9,413-97.9% | $430-53.2% |