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 | $85,937 |
Filed as: CAPFINANCIAL PARTNERS Service code 99 PO BOX 896952 · CHARLOTTE, NC 28289 | Other Fees | $45,000 |
OCTOBER THREE CONSULTING LLC3+ years Service code 99 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Fees | $14,948 |
401(K) ADVISORS INC1 year Filed as: C&P ADVISORS, LLC Service code 99 25201 CHAGRIN BOULEVARD · CLEVELAND, OH 44122 | Other Fees | $9,000 |
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 | $139,756 | $84,784+64.8% | $98,439+42.0% | $74,419+87.8% |
| Participation rate | 95.2% | 81.5%+13.7pp | 75.2%+20.1pp | 70.7%+24.5pp |
| Annual return | 19.70% | 20.59%-0.9pp | 21.16%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $7,915 | $3,364+135.3% | $3,048+159.7% | $2,637+200.1% |
| Participant deferral / active EE | $9,456 | $5,218+81.2% | $4,738+99.6% | $4,528+108.8% |
| Admin fee / account holder | $251 | $204+22.6% | $8,948-97.2% | $348-28.0% |