Filed December 16, 2019
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 27 · EIN 26-0058143 | Advisory (Plan) | $25,634 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$463 |
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 | $46,025 | $79,184-41.9% | $102,438-55.1% | $74,546-38.3% |
| Participation rate | 85.2% | 74.8%+10.5pp | 76.5%+8.7pp | 67.2%+18.0pp |
| Annual return | 22.91% | 54.95%-32.0pp | 29.37%-6.5pp | 1366.03%-1343.1pp |
| Employer contribution / active EE | $3,837 | $2,362+62.5% | $3,024+26.9% | $2,624+46.2% |
| Participant deferral / active EE | $7,639 | $4,414+73.0% | $5,054+51.2% | $4,347+75.7% |
| Admin fee / account holder | $68 | $2,001-96.6% | $9,448-99.3% | $1,944-96.5% |