Filed October 26, 2020 (most recent of 3 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,280 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,218 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,572 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,991 | $56,095-59.0% | $178,490-87.1% | $90,288-74.5% |
| Participation rate | 81.1% | 65.6%+15.5pp | 81.9%-0.9pp | 73.4%+7.7pp |
| Annual return | 13.85% | 28.81%-15.0pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,134 | $1,572-27.9% | $5,011-77.4% | $2,524-55.1% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $9 | $101-91.4% | $13,984-99.9% | $114-92.4% |