Filed September 12, 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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $42,025 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $16,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,481 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,706 | $82,279+52.8% | $77,999+61.2% | $63,975+96.5% |
| Participation rate | 81.4% | 84.7%-3.3pp | 75.5%+5.9pp | 71.1%+10.3pp |
| Annual return | 10.02% | 11.20%-1.2pp | 425.96%-415.9pp | 48.65%-38.6pp |
| Employer contribution / active EE | $2,856 | $3,297-13.4% | $2,470+15.6% | $2,182+30.9% |
| Participant deferral / active EE | $6,378 | $4,538+40.5% | $3,497+82.4% | $3,356+90.0% |
| Admin fee / account holder | -$16 | $81-120.2% | $5,480-100.3% | $70-123.4% |