Filed June 15, 2020
Total covered: 253 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 5-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $431,340 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,349 | $110,299+97.1% | $102,423+112.2% | $199,593+8.9% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.8pp |
| Annual return | 14.90% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $8,828 | $3,603+145.0% | $3,023+192.0% | $3,034+190.9% |
| Participant deferral / active EE | $8,898 | $6,376+39.6% | $5,053+76.1% | $5,087+74.9% |
| Admin fee / account holder | $145 | $122+18.3% | $9,451-98.5% | $269-46.2% |