Filed March 29, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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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.
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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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,150 | $138,347-42.8% | $184,203-57.0% | $80,856-2.1% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 18.13% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,028 | $4,850-17.0% | $6,427-37.3% | $2,755+46.2% |
| Participant deferral / active EE | $4,492 | $7,071-36.5% | $9,131-50.8% | $4,296+4.6% |
| Admin fee / account holder | $181 | $10,483-98.3% | $13,901-98.7% | $6,918-97.4% |