Filed June 4, 2024 (most recent of 6 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $27,500 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $6,428 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,777 | $102,553-48.5% | $151,611-65.2% | $66,914-21.1% |
| Participation rate | 96.2% | 85.5%+10.6pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -13.72% | -10.82%-2.9pp | 3.33%-17.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,993 | $4,180-28.4% | $6,166-51.5% | $2,544+17.7% |
| Participant deferral / active EE | $3,293 | $6,641-50.4% | $8,363-60.6% | $4,237-22.3% |
| Admin fee / account holder | $188 | $630-70.1% | $11,616-98.4% | $593-68.3% |