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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $355,249 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,420 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $39,979 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,947 | $67,679+7.8% | $155,509-53.1% | $99,062-26.4% |
| Participation rate | 73.8% | 67.2%+6.6pp | 78.2%-4.4pp | 71.6%+2.2pp |
| Annual return | 14.20% | 16.16%-2.0pp | 64.67%-50.5pp | 17.66%-3.5pp |
| Employer contribution / active EE | $2,106 | $2,268-7.2% | $4,672-54.9% | $3,262-35.4% |
| Participant deferral / active EE | $3,623 | $3,828-5.4% | $5,626-35.6% | $5,331-32.0% |
| Admin fee / account holder | $88 | $94-5.9% | $15,912-99.4% | $109-19.1% |