Filed December 18, 2018 (most recent of 4 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $511,203 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $116,576 |
Filed as: CBIZ ADVISORS, INC. Service code 10 · EIN 34-1846498 | Accounting | $15,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,182 | $117,739-37.8% | $156,263-53.2% | $117,739-37.8% |
| Participation rate | 89.4% | 76.6%+12.8pp | 78.9%+10.5pp | 76.6%+12.8pp |
| Annual return | 17.95% | 17.29%+0.7pp | 59.47%-41.5pp | 17.29%+0.7pp |
| Employer contribution / active EE | $2,939 | $3,746-21.5% | $4,333-32.2% | $3,746-21.5% |
| Participant deferral / active EE | $6,230 | $6,128+1.7% | $6,158+1.2% | $6,128+1.7% |
| Admin fee / account holder | $89 | $112-20.8% | $14,255-99.4% | $112-20.8% |