Filed May 15, 2023 (most recent of 3 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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $516,328 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $121,250 |
ADVISORS MANAGEMENT GROUP4 years Service code 26 · EIN 41-1619602 | Advisory (Participants) | $38,718 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $33,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,595 | $123,048-40.2% | $81,983-10.2% | $106,222-30.7% |
| Participation rate | 56.9% | 65.1%-8.2pp | 69.2%-12.4pp | 70.8%-13.9pp |
| Annual return | 13.59% | 14.83%-1.2pp | 41.31%-27.7pp | 21.69%-8.1pp |
| Employer contribution / active EE | $1,276 | $3,893-67.2% | $2,498-48.9% | $2,723-53.2% |
| Participant deferral / active EE | $2,234 | $4,168-46.4% | $3,722-40.0% | $4,600-51.4% |
| Admin fee / account holder | $62 | $116-47.1% | $5,664-98.9% | $78-21.5% |