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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $131,110 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,333 |
ICE MILLER LLP1 year Service code 29 · EIN 35-0874357 | Legal | $23,172 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$272,822 |
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 | $108,097 | $102,389+5.6% | $100,516+7.5% | $90,288+19.7% |
| Participation rate | 85.0% | 84.0%+0.9pp | 79.4%+5.6pp | 73.4%+11.6pp |
| Annual return | 19.89% | 22.50%-2.6pp | 30.89%-11.0pp | 53.97%-34.1pp |
| Employer contribution / active EE | $2,419 | $3,056-20.8% | $3,418-29.2% | $2,524-4.1% |
| Participant deferral / active EE | $7,752 | $7,514+3.2% | $6,270+23.6% | $4,232+83.2% |
| Admin fee / account holder | $56 | $83-32.6% | $8,081-99.3% | $114-50.8% |