Filed October 8, 2021 (most recent of 4 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 LLC3 years Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $31,169 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR., SUITE 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $26,390 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,232 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,302 | $69,763+138.4% | $67,502+146.4% | $74,495+123.2% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 11.94% | -40.34%+52.3pp | 3512.12%-3500.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $5,302 | $2,704+96.1% | $2,731+94.1% | $2,623+102.1% |
| Participant deferral / active EE | $6,752 | $3,636+85.7% | $4,000+68.8% | $4,346+55.4% |
| Admin fee / account holder | $174 | $896-80.5% | $3,998-95.6% | $1,942-91.0% |