Filed August 9, 2016 (most recent of 2 filings on file)
Total covered: 3 employees
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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,109 |
EARNEY & CO3 years Filed as: EARNEY AND COMPANY, L.L.P. Service code 10 · EIN 56-1719839 | Accounting | $21,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,218 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,127 | $86,225-61.6% | $146,665-77.4% | $86,799-61.8% |
| Participation rate | 98.9% | 78.0%+20.9pp | 80.1%+18.8pp | 72.3%+26.6pp |
| Annual return | 13.83% | 31.23%-17.4pp | 22.74%-8.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $935 | $2,392-60.9% | $4,136-77.4% | $2,405-61.1% |
| Participant deferral / active EE | $2,902 | $4,245-31.6% | $5,506-47.3% | $4,131-29.7% |
| Admin fee / account holder | $113 | $195-42.0% | $10,280-98.9% | $170-33.2% |