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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,563 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $57,942 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,794 | $129,021-51.3% | $184,203-65.9% | $77,643-19.1% |
| Participation rate | 93.2% | 87.3%+5.8pp | 86.8%+6.3pp | 70.6%+22.6pp |
| Annual return | 15.72% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,722 | $4,413-38.3% | $6,427-57.7% | $2,726-0.2% |
| Participant deferral / active EE | $3,884 | $7,297-46.8% | $9,131-57.5% | $4,647-16.4% |
| Admin fee / account holder | $182 | $254-28.1% | $13,901-98.7% | $430-57.6% |