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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $105,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,968 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $307,291 | $130,655+135.2% | $93,789+227.6% | $64,808+374.2% |
| Participation rate | 98.3% | 84.9%+13.4pp | 81.0%+17.4pp | 71.5%+26.8pp |
| Annual return | -19.81% | -14.04%-5.8pp | -11.33%-8.5pp | 32.82%-52.6pp |
| Employer contribution / active EE | $8,275 | $5,594+47.9% | $4,323+91.4% | $2,506+230.2% |
| Participant deferral / active EE | $14,825 | $8,067+83.8% | $6,094+143.3% | $4,310+243.9% |
| Admin fee / account holder | $169 | $140+20.2% | $7,195-97.7% | $188-10.2% |