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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,700 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,360 |
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 | $116,676 | $155,795-25.1% | $136,294-14.4% | $69,631+67.6% |
| Participation rate | 97.3% | 75.2%+22.0pp | 81.9%+15.3pp | 70.7%+26.6pp |
| Annual return | 20.08% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $3,348 | $2,991+11.9% | $4,695-28.7% | $2,032+64.8% |
| Participant deferral / active EE | $11,774 | $5,394+118.3% | $6,247+88.5% | $3,224+265.2% |
| Admin fee / account holder | $253 | $128+97.2% | $9,243-97.3% | $110+129.0% |