Filed June 11, 2019
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $235,806 |
Filed as: CAPFINANCIAL PARTNERS,LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,484 |
MANAGEMENT PLANNING, INC.3 years Filed as: MANAGEMENT PLANNING Service code 16 · EIN 21-0646362 | Consulting | $13,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,665 | $131,153+11.8% | $101,326+44.7% | $102,872+42.6% |
| Participation rate | 98.6% | 80.8%+17.9pp | 81.5%+17.1pp | 73.0%+25.6pp |
| Annual return | 14.01% | 23.05%-9.0pp | 36.82%-22.8pp | 19.06%-5.0pp |
| Employer contribution / active EE | $8,108 | $3,900+107.9% | $3,665+121.2% | $3,526+129.9% |
| Participant deferral / active EE | $7,906 | $10,801-26.8% | $7,994-1.1% | $5,535+42.8% |
| Admin fee / account holder | $57 | $140-59.0% | $11,185-99.5% | $292-80.4% |