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) | $6,715 |
CAPSTONE WEALTH MANAGEMENT2 years Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARBEGUE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $4,280 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 1102 CHESTNUT HILLS PKWY, · FORT WAYNE, IN 468148728 | Recordkeeping | $1,840 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,830 | $63,114-36.9% | $92,893-57.1% | $65,185-38.9% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 19.85% | 28.75%-8.9pp | 109.41%-89.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,240 | $2,571-12.9% | $3,653-38.7% | $2,177+2.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $64 | $624-89.8% | $5,794-98.9% | $847-92.5% |