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 |
|---|---|---|
Service code 16 · EIN 20-8874282 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,544 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP TRUST FINANCIAL Service code 16 · EIN 26-0058143 | Consulting | $14,963 |
VANCE FLOUHOUSE & GARGES, PLLC2+ years Filed as: VANCE FLOUHOUSE & GARGES Service code 10 · EIN 26-0005391 | Accounting | $7,600 |
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 | $73,913 | $80,354-8.0% | $133,980-44.8% | $63,975+15.5% |
| Participation rate | 84.5% | 87.5%-3.0pp | 87.1%-2.6pp | 71.1%+13.4pp |
| Annual return | 13.03% | 13.11%-0.1pp | 29.30%-16.3pp | 48.65%-35.6pp |
| Employer contribution / active EE | $1,907 | $3,503-45.6% | $5,211-63.4% | $2,182-12.6% |
| Participant deferral / active EE | $5,908 | $5,239+12.8% | $6,282-5.9% | $3,356+76.0% |
| Admin fee / account holder | $41 | $69-40.5% | $9,324-99.6% | $70-41.5% |