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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,868 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $52,561 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $31,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,365 | $89,436+74.8% | $164,813-5.1% | $77,643+101.4% |
| Participation rate | 82.5% | 78.6%+3.9pp | 78.6%+3.9pp | 70.6%+12.0pp |
| Annual return | 17.32% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,048 | $2,569+18.7% | $4,341-29.8% | $2,726+11.8% |
| Participant deferral / active EE | $8,306 | $4,897+69.6% | $6,031+37.7% | $4,647+78.7% |
| Admin fee / account holder | $89 | $339-73.7% | $12,690-99.3% | $430-79.2% |