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 MANAGEMENT5 years Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARNEGIE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $10,797 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT LLC/C Service code 27 6920 POINT INVERNESS WAY · FORTWAYNE, IN 46804 | Advisory (Plan) | $6,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,661 | $64,119-35.0% | $112,228-62.9% | $66,914-37.7% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | -17.49% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,171 | $3,005+5.5% | $3,635-12.8% | $2,544+24.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $104 | $625-83.4% | $6,410-98.4% | $593-82.5% |