Filed April 11, 2025
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 | $118,388 |
Filed as: CAPFINANCIAL PARTNERS, Service code 26 · EIN 26-0058143 | Advisory (Participants) | $46,046 |
Service code 12 · EIN 93-0242990 | Direct payment from the plan; Custodi... | $13,582 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $130,266 | $40,278+223.4% | $80,569+61.7% | $80,160+62.5% |
| Participation rate | 97.5% | 47.5%+50.0pp | 67.0%+30.5pp | 72.9%+24.6pp |
| Annual return | 21.91% | 50.86%-28.9pp | 935.43%-913.5pp | 40.38%-18.5pp |
| Employer contribution / active EE | $6,074 | $1,332+355.8% | $2,723+123.0% | $2,978+104.0% |
| Participant deferral / active EE | $1,596 | $2,696-40.8% | $4,447-64.1% | $5,017-68.2% |
| Admin fee / account holder | $75 | $210-64.5% | $5,377-98.6% | $145-48.5% |