Filed February 2, 2023
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $88,054 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,812 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,016 |
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 | $62,383 | $92,055-32.2% | $106,213-41.3% | $77,643-19.7% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.0pp | 70.6%+24.7pp |
| Annual return | 15.09% | 17.91%-2.8pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,397 | $3,367-28.8% | $3,171-24.4% | $2,726-12.1% |
| Participant deferral / active EE | $5,447 | $5,386+1.1% | $5,016+8.6% | $4,647+17.2% |
| Admin fee / account holder | $130 | $219-40.6% | $11,033-98.8% | $430-69.8% |