Filed September 12, 2024
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $522,522 |
Filed as: CAPFINANCIAL PARTNERS,LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,407 | $64,975-44.0% | $97,226-62.6% | $106,382-65.8% |
| Participation rate | 42.8% | 45.4%-2.5pp | 72.7%-29.9pp | 69.9%-27.0pp |
| Annual return | 19.03% | 15.21%+3.8pp | 75.13%-56.1pp | 17.37%+1.7pp |
| Employer contribution / active EE | $1,136 | $1,126+0.8% | $2,729-58.4% | $3,364-66.2% |
| Participant deferral / active EE | $1,999 | $2,466-18.9% | $4,264-53.1% | $5,569-64.1% |
| Admin fee / account holder | $54 | $69-20.6% | $5,654-99.0% | $79-31.2% |