Filed January 29, 2015 (most recent of 5 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 | $83,488 |
WILLIS TOWERS WATSON US LLC2 years Service code 49 · EIN 53-0181291 | Other Services | $39,350 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 | Other Services | $34,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $69,897 | $110,299-36.6% | $102,423-31.8% | $199,593-65.0% |
| Participation rate | 37.9% | 86.3%-48.4pp | 76.5%-38.6pp | 72.0%-34.1pp |
| Annual return | 13.69% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $987 | $3,603-72.6% | $3,023-67.4% | $3,034-67.5% |
| Participant deferral / active EE | $2,105 | $6,376-67.0% | $5,053-58.3% | $5,087-58.6% |
| Admin fee / account holder | $146 | $122+19.5% | $9,451-98.5% | $269-45.7% |