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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $83,861 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $56,100 |
O'CONNOR DAVIES, LLP7+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $13,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $174,313 | $79,124+120.3% | $60,874+186.4% | $64,808+169.0% |
| Participation rate | 96.5% | 77.7%+18.8pp | 73.1%+23.4pp | 71.5%+25.0pp |
| Annual return | -9.51% | -7.13%-2.4pp | 16.90%-26.4pp | 32.82%-42.3pp |
| Employer contribution / active EE | $3,524 | $3,050+15.5% | $2,701+30.5% | $2,506+40.6% |
| Participant deferral / active EE | $5,576 | $3,725+49.7% | $3,817+46.1% | $4,310+29.4% |
| Admin fee / account holder | $139 | $106+31.9% | $3,224-95.7% | $188-25.8% |