See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $70,689 |
Service code 10 · EIN 26-0058143 | Accounting | $27,153 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $17,500 |
CAMMACK LARHETTE ADVISORS4 years Service code 17 · EIN 20-4668732 | Pension Consulting | $11,588 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 50 · EIN 26-0058143 | Direct Payment | $7,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $188,542 | $94,833+98.8% | $75,696+149.1% | $86,799+117.2% |
| Participation rate | 81.3% | 79.1%+2.2pp | 74.8%+6.5pp | 72.3%+9.0pp |
| Annual return | 13.16% | 16.91%-3.8pp | 104.53%-91.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,879 | $2,904-0.9% | $2,743+5.0% | $2,405+19.7% |
| Participant deferral / active EE | $4,805 | $3,632+32.3% | $3,821+25.7% | $4,131+16.3% |
| Admin fee / account holder | $105 | $109-3.5% | $3,619-97.1% | $170-38.2% |