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 8-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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4 years Service code 99 · EIN 26-0058143 | Other Fees | $34,989 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,034 |
Filed as: ACTUARIAL PENSION ANALYSTS INC Service code 49 | Other Services | $5,205 |
Service code 49 · EIN 16-1316349 6323 FLY ROAD · EAST SYRACUSE, NY 13057 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,945 | $54,517-43.2% | $75,972-59.3% | $74,495-58.5% |
| Participation rate | 91.2% | 60.3%+30.9pp | 69.1%+22.2pp | 67.2%+24.0pp |
| Annual return | 14.43% | 31.82%-17.4pp | 359.55%-345.1pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $626 | $1,777-64.8% | $2,685-76.7% | $2,623-76.2% |
| Participant deferral / active EE | $4,055 | $3,066+32.3% | $4,255-4.7% | $4,346-6.7% |
| Admin fee / account holder | $37 | $2,229-98.3% | $6,467-99.4% | $1,942-98.1% |