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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,389 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $53,568 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM BROWN SMITH, P.C. Service code 10 · EIN 22-2027092 | Accounting | $11,000 |
O'CONNOR DAVIES, LLP8+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $179,667 | $83,884+114.2% | $64,056+180.5% | $74,419+141.4% |
| Participation rate | 97.3% | 76.6%+20.7pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 10.34% | 16.57%-6.2pp | 33.69%-23.3pp | 34.38%-24.0pp |
| Employer contribution / active EE | $4,849 | $3,084+57.3% | $2,747+76.6% | $2,637+83.9% |
| Participant deferral / active EE | $5,667 | $3,692+53.5% | $3,880+46.1% | $4,528+25.2% |
| Admin fee / account holder | $153 | $196-21.9% | $3,068-95.0% | $348-56.0% |