Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 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 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 |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $296,536 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $30,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,080 | $53,136+41.3% | $155,509-51.7% | $199,593-62.4% |
| Participation rate | 64.8% | 64.1%+0.7pp | 78.2%-13.4pp | 72.0%-7.2pp |
| Annual return | 17.47% | 41.15%-23.7pp | 64.67%-47.2pp | 34.25%-16.8pp |
| Employer contribution / active EE | $1,043 | $1,851-43.7% | $4,672-77.7% | $3,034-65.6% |
| Participant deferral / active EE | $2,846 | $3,161-9.9% | $5,626-49.4% | $5,087-44.0% |
| Admin fee / account holder | $116 | $185-37.2% | $15,912-99.3% | $269-56.7% |