Filed July 5, 2016 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,198 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $51,720 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,221 | $86,897-44.5% | $151,611-68.2% | $64,808-25.6% |
| Participation rate | 93.3% | 87.3%+6.1pp | 87.5%+5.8pp | 71.5%+21.9pp |
| Annual return | -17.22% | -3.57%-13.7pp | 3.33%-20.6pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,468 | $4,010-38.4% | $6,166-60.0% | $2,506-1.5% |
| Participant deferral / active EE | $3,733 | $6,690-44.2% | $8,363-55.4% | $4,310-13.4% |
| Admin fee / account holder | $181 | $153+18.5% | $11,616-98.4% | $188-3.5% |