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 13 · EIN 06-1050034 | Contract Administrator | $110,488 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,101 |
PENSION ASSURANCE LLP4 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $12,500 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $12,071 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,650 | $104,697+62.0% | $96,544+75.7% | $80,160+111.6% |
| Participation rate | 98.8% | 86.4%+12.4pp | 76.0%+22.9pp | 72.9%+25.9pp |
| Annual return | 18.10% | 21.78%-3.7pp | 25.84%-7.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $4,256 | $3,536+20.4% | $2,965+43.5% | $2,978+42.9% |
| Participant deferral / active EE | $8,621 | $6,188+39.3% | $4,851+77.7% | $5,017+71.8% |
| Admin fee / account holder | $86 | $107-19.6% | $8,252-99.0% | $145-40.8% |