Filed June 23, 2023 (most recent of 3 filings on file)
Total covered: 5 employees
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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $78,114 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $45,000 |
OCTOBER THREE CONSULTING LLC2+ years Service code 99 233 S. WACKER DR. SUITE 8350 · CHICAGO, IL 60606 | Other Fees | $16,405 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,049 | $81,908+45.3% | $90,749+31.2% | $64,808+83.7% |
| Participation rate | 92.7% | 80.5%+12.2pp | 75.7%+17.0pp | 71.5%+21.2pp |
| Annual return | -16.51% | -12.53%-4.0pp | -12.16%-4.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $7,147 | $3,065+133.2% | $2,921+144.7% | $2,506+185.2% |
| Participant deferral / active EE | $9,020 | $4,840+86.4% | $4,564+97.6% | $4,310+109.3% |
| Admin fee / account holder | $232 | $157+47.7% | $8,445-97.3% | $188+23.6% |