Filed October 4, 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 |
|---|---|---|
Service code 27 6920 POINT INVERNESS WAY · FORT WAYNE, IN 46804 | Advisory (Plan) | $7,907 |
Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARBEGUE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $5,856 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 1102 CHESTNUT HILLS PKWY, · FORT WAYNE, IN 468148728 | Recordkeeping | $640 |
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 | $35,572 | $55,449-35.8% | $83,848-57.6% | $56,287-36.8% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.3pp | 69.9%+19.6pp |
| Annual return | -3.78% | -1.38%-2.4pp | 850.88%-854.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,151 | $2,430-11.5% | $3,631-40.7% | $2,111+1.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $102 | $656-84.4% | $5,478-98.1% | $521-80.3% |