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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $261,319 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $53,613 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $16,120 |
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 | $144,965 | $90,410+60.3% | $91,001+59.3% | $77,958+86.0% |
| Participation rate | 78.7% | 86.4%-7.7pp | 75.6%+3.1pp | 71.6%+7.0pp |
| Annual return | 20.10% | 21.34%-1.2pp | 4.60%+15.5pp | 20.87%-0.8pp |
| Employer contribution / active EE | $2,909 | $3,392-14.2% | $2,456+18.5% | $2,310+25.9% |
| Participant deferral / active EE | $6,479 | $4,816+34.5% | $3,547+82.6% | $3,537+83.2% |
| Admin fee / account holder | $138 | $79+74.7% | $5,417-97.5% | $97+41.6% |