Filed June 5, 2018 (most recent of 2 filings on file)
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) | $30,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,100 |
Annual investment return 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 | $104,598 | $82,202+27.2% | $125,339-16.5% | $64,808+61.4% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -18.85% | 3.48%-22.3pp | 572.05%-590.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,820 | $3,615-22.0% | $4,814-41.4% | $2,506+12.6% |
| Participant deferral / active EE | $6,894 | $7,175-3.9% | $7,446-7.4% | $4,310+59.9% |
| Admin fee / account holder | -$18 | $163-110.9% | $10,010-100.2% | $188-109.5% |