Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,571 |
ASCENSUS LLC2 years Filed as: CAPFINANCIAL PARTERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $88,099 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,343 | $122,693+70.6% | $184,203+13.6% | $199,593+4.9% |
| Participation rate | 99.1% | 86.8%+12.3pp | 86.8%+12.2pp | 72.0%+27.1pp |
| Annual return | 14.21% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,507 | $4,584-1.7% | $6,427-29.9% | $3,034+48.5% |
| Participant deferral / active EE | $11,208 | $7,990+40.3% | $9,131+22.7% | $5,087+120.3% |
| Admin fee / account holder | $77 | $121-35.9% | $13,901-99.4% | $269-71.3% |