Filed January 5, 2021
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 |
|---|---|---|
Filed as: PRUDENTIAL RETI INS AND ANN COMP Service code 15 · EIN 06-1050034 | Recordkeeping | $781,752 |
CAPFINANCIAL PARTNERS LLC3 years Service code 10 · EIN 26-0058143 | Accounting | $187,500 |
Filed as: JOHNSON O'CONNOR FERON & CARUCCI LL Service code 10 · EIN 20-3985546 | Accounting | $14,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,981 | $161,802+21.1% | $96,544+103.0% | $96,393+103.3% |
| Participation rate | 100.0% | 92.5%+7.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.22% | 18.41%+0.8pp | 25.84%-6.6pp | 22.88%-3.7pp |
| Employer contribution / active EE | $7,766 | $5,381+44.3% | $2,965+161.9% | $3,238+139.8% |
| Participant deferral / active EE | $11,018 | $8,927+23.4% | $4,851+127.1% | $5,455+102.0% |
| Admin fee / account holder | $38 | $61-37.8% | $8,252-99.5% | $74-48.7% |