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 |
|---|---|---|
CAPSTONE WEALTH MANAGEMENT4 years Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARNEGIE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $8,920 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT LLC/C Service code 27 6920 POINT INVERNESS WAY · FORTWAYNE, IN 46804 | Advisory (Plan) | $7,095 |
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 | $51,763 | $77,660-33.3% | $109,143-52.6% | $79,386-34.8% |
| Participation rate | 95.3% | 67.8%+27.5pp | 75.9%+19.5pp | 70.7%+24.6pp |
| Annual return | 12.61% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,411 | $2,797-13.8% | $3,722-35.2% | $2,427-0.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $101 | $732-86.3% | $6,752-98.5% | $626-83.9% |