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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.
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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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $86,283 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,775 |
BDO USA, LLP2 years Filed as: BDO USA, P. C. Service code 10 · EIN 13-5381590 | Accounting | $18,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,757 | $91,762+97.0% | $67,502+167.8% | $77,643+132.8% |
| Participation rate | 83.1% | 75.9%+7.2pp | 72.9%+10.3pp | 70.6%+12.6pp |
| Annual return | 11.54% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,647 | $3,181+14.7% | $2,731+33.5% | $2,726+33.8% |
| Participant deferral / active EE | $4,633 | $3,903+18.7% | $4,000+15.8% | $4,647-0.3% |
| Admin fee / account holder | $113 | $176-35.7% | $3,998-97.2% | $430-73.7% |