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 |
|---|---|---|
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $28,875 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PLANNERS, LLC. Service code 27 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,377 | $92,055+61.2% | $106,213+39.7% | $77,643+91.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 14.51% | 17.91%-3.4pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $7,107 | $3,367+111.1% | $3,171+124.1% | $2,726+160.7% |
| Participant deferral / active EE | $5,885 | $5,386+9.3% | $5,016+17.3% | $4,647+26.6% |
| Admin fee / account holder | $149 | $219-32.1% | $11,033-98.7% | $430-65.4% |