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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 |
|---|---|---|
Filed as: CAPITAL REGION FINANCIAL GROUP Service code 26 · EIN 62-0456235 620 COOLIDGE DR., SUITE 180 · FOLSOM, CA 95630 | Advisory (Participants) | $18,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,733 | $84,948-55.6% | $70,449-46.4% | $73,409-48.6% |
| Participation rate | 44.2% | 79.9%-35.7pp | 75.1%-30.8pp | 72.2%-27.9pp |
| Annual return | 24.15% | 13.39%+10.8pp | 109.03%-84.9pp | 59.29%-35.1pp |
| Employer contribution / active EE | $450 | $2,834-84.1% | $2,737-83.5% | $2,234-79.8% |
| Participant deferral / active EE | $2,619 | $3,387-22.7% | $3,709-29.4% | $3,805-31.2% |
| Admin fee / account holder | $166 | $98+69.1% | $3,845-95.7% | $158+5.1% |