See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $57,368 |
O'CONNOR DAVIES, LLP6+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $11,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,669 | $94,833+110.5% | $75,696+163.8% | $86,799+130.0% |
| Participation rate | 98.7% | 79.1%+19.6pp | 74.8%+23.9pp | 72.3%+26.4pp |
| Annual return | 22.93% | 16.91%+6.0pp | 104.53%-81.6pp | 97.91%-75.0pp |
| Employer contribution / active EE | $3,496 | $2,904+20.4% | $2,743+27.5% | $2,405+45.3% |
| Participant deferral / active EE | $5,451 | $3,632+50.1% | $3,821+42.6% | $4,131+31.9% |
| Admin fee / account holder | $104 | $109-4.5% | $3,619-97.1% | $170-38.8% |