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) | $59,308 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 · EIN 34-1542819 | Recordkeeping | $55,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,276 | $80,753+96.0% | $136,294+16.1% | $62,292+154.1% |
| Participation rate | 95.1% | 73.5%+21.6pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 19.07% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $6,962 | $2,884+141.4% | $4,695+48.3% | $2,042+240.9% |
| Participant deferral / active EE | $8,906 | $5,164+72.5% | $6,247+42.6% | $3,169+181.0% |
| Admin fee / account holder | $516 | $525-1.9% | $9,243-94.4% | $479+7.6% |