Filed February 28, 2022 (most recent of 2 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
JENNER & BLOCK LLP4 years Service code 16 · EIN 36-2192554 | Consulting | $8,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,114 |
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 | $135,095 | $105,247+28.4% | $87,100+55.1% | $77,787+73.7% |
| Participation rate | 85.2% | 85.8%-0.6pp | 76.9%+8.4pp | 73.2%+12.0pp |
| Annual return | 25.78% | 24.52%+1.3pp | 28.19%-2.4pp | 32.57%-6.8pp |
| Employer contribution / active EE | $3,569 | $2,895+23.3% | $2,521+41.5% | $2,504+42.5% |
| Participant deferral / active EE | $6,624 | $5,060+30.9% | $4,049+63.6% | $3,967+67.0% |
| Admin fee / account holder | $0 | $104-99.8% | $7,497-100.0% | $100-99.8% |