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 | $64,088 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $55,629 |
Participant contribution per participant 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 | $55,209 | $100,227-44.9% | $169,993-67.5% | $74,419-25.8% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+26.0pp |
| Annual return | 19.94% | 66.08%-46.1pp | 53.37%-33.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,832 | $4,263-33.6% | $6,785-58.3% | $2,637+7.4% |
| Participant deferral / active EE | $3,889 | $7,143-45.6% | $10,408-62.6% | $4,528-14.1% |
| Admin fee / account holder | $179 | $234-23.6% | $12,815-98.6% | $348-48.5% |