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 LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $107,563 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $85,422 |
Filed as: CBIZ CPA'S PC Service code 10 · EIN 43-1947695 | Accounting | $20,879 |
AXIOM GLOBAL1 year Service code 29 · EIN 13-4099840 | Legal | $6,900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $366 |
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 | $219,257 | $96,018+128.3% | $65,493+234.8% | $85,563+156.3% |
| Participation rate | 70.1% | 74.8%-4.8pp | 73.1%-3.0pp | 66.0%+4.1pp |
| Annual return | 11.31% | 14.51%-3.2pp | 982.45%-971.1pp | 31.51%-20.2pp |
| Employer contribution / active EE | $4,522 | $3,235+39.8% | $2,574+75.6% | $2,654+70.4% |
| Participant deferral / active EE | $4,502 | $4,055+11.0% | $3,961+13.7% | $4,375+2.9% |
| Admin fee / account holder | $202 | $271-25.3% | $5,028-96.0% | $834-75.8% |