Filed June 22, 2022 (most recent of 3 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 LLC4 years Service code 26 · EIN 27-6095731 | Advisory (Participants) | $41,066 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $38,312 |
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 | $109,473 | $84,948+28.9% | $70,449+55.4% | $73,409+49.1% |
| Participation rate | 93.6% | 79.9%+13.7pp | 75.1%+18.6pp | 72.2%+21.5pp |
| Annual return | 13.33% | 13.39%-0.1pp | 109.03%-95.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,350 | $2,834-17.1% | $2,737-14.1% | $2,234+5.2% |
| Participant deferral / active EE | $5,121 | $3,387+51.2% | $3,709+38.1% | $3,805+34.6% |
| Admin fee / account holder | $86 | $98-12.1% | $3,845-97.8% | $158-45.4% |