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 MANAGEMENT7 years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $80,385 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $28,857 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 951 NORTH MAIN STREET · PROVIDENCE, RI 02904 | Accounting | $13,500 |
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 | $108,695 | $60,323+80.2% | $81,812+32.9% | $74,495+45.9% |
| Participation rate | 88.5% | 62.9%+25.6pp | 72.3%+16.2pp | 67.2%+21.3pp |
| Annual return | 12.13% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $7,283 | $2,620+177.9% | $2,912+150.1% | $2,623+177.7% |
| Participant deferral / active EE | $6,795 | $3,387+100.6% | $4,319+57.3% | $4,346+56.4% |
| Admin fee / account holder | $623 | $1,486-58.1% | $7,386-91.6% | $1,942-67.9% |