Filed March 25, 2021 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $268,892 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $182,237 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $24,867 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,499 | $47,456+80.2% | $172,739-50.5% | $77,787+9.9% |
| Participation rate | 95.0% | 66.3%+28.7pp | 82.6%+12.3pp | 73.2%+21.8pp |
| Annual return | 23.53% | 35.57%-12.0pp | 802.84%-779.3pp | 32.57%-9.0pp |
| Employer contribution / active EE | $2,292 | $1,574+45.6% | $5,143-55.4% | $2,504-8.5% |
| Participant deferral / active EE | $6,406 | $2,560+150.3% | $5,198+23.3% | $3,967+61.5% |
| Admin fee / account holder | $141 | $81+74.1% | $13,954-99.0% | $100+40.7% |