Filed January 29, 2019
Total covered: 2 employees
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $119,227 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $87,023 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 | Accounting | $13,000 |
Service code 28 · EIN 26-0058143 | Investment Management | $12,908 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,111 | $117,148+17.9% | $67,502+104.6% | $99,062+39.4% |
| Participation rate | 38.1% | 72.7%-34.6pp | 72.9%-34.8pp | 71.6%-33.5pp |
| Annual return | 13.82% | 14.15%-0.3pp | 3512.12%-3498.3pp | 17.66%-3.8pp |
| Employer contribution / active EE | $1,485 | $4,623-67.9% | $2,731-45.6% | $3,262-54.5% |
| Participant deferral / active EE | $3,272 | $4,782-31.6% | $4,000-18.2% | $5,331-38.6% |
| Admin fee / account holder | $73 | $50+45.8% | $3,998-98.2% | $109-33.0% |