Filed September 18, 2023
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,500 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,564 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,914 | $45,000-11.3% | $143,757-72.2% | $77,904-48.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 80.3%+15.9pp | 73.7%+22.5pp |
| Annual return | -16.41% | 29.03%-45.4pp | -0.04%-16.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $964 | $1,870-48.4% | $4,951-80.5% | $2,848-66.1% |
| Participant deferral / active EE | $4,103 | $3,157+30.0% | $5,637-27.2% | $4,806-14.6% |
| Admin fee / account holder | $52 | $98-47.4% | $14,673-99.6% | $133-60.9% |