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 |
|---|---|---|
CAPITAL WEALTH MANAGEMENT6 years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $74,665 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $28,357 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 951 NORTH MAIN STREET · PROVIDENCE, RI 02904 | Accounting | $11,913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,366 | $58,264+67.1% | $86,612+12.4% | $71,457+36.3% |
| Participation rate | 91.0% | 65.0%+26.0pp | 71.7%+19.3pp | 67.9%+23.1pp |
| Annual return | 15.00% | 21.63%-6.6pp | 591.07%-576.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $7,222 | $2,574+180.6% | $3,022+138.9% | $2,588+179.1% |
| Participant deferral / active EE | $7,230 | $3,436+110.4% | $4,438+62.9% | $4,289+68.6% |
| Admin fee / account holder | $561 | $1,057-47.0% | $5,614-90.0% | $1,587-64.7% |