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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,430 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $63,156 |
KREIG DEVAULT1 year Filed as: KREIG DEVAULT LLP Service code 29 · EIN 35-1055087 | Legal | $14,428 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $205,459 | $91,762+123.9% | $67,502+204.4% | $77,643+164.6% |
| Participation rate | 69.9% | 75.9%-6.0pp | 72.9%-3.0pp | 70.6%-0.7pp |
| Annual return | 12.62% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,699 | $3,181+16.3% | $2,731+35.5% | $2,726+35.7% |
| Participant deferral / active EE | $4,225 | $3,903+8.2% | $4,000+5.6% | $4,647-9.1% |
| Admin fee / account holder | $167 | $176-4.9% | $3,998-95.8% | $430-61.1% |