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 10-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 |
|---|---|---|
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD, SUITE 250 · CANONSBURG, PA 15317 | Contract Administrator | $10,022 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,490 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,210 |
LPL FINANCIAL2 years Filed as: LPL Service code 26 | Advisory (Participants) | $2,858 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,393 |
Filed as: EMPOWER ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $197 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,755 | $59,186-81.8% | $76,768-86.0% | $56,287-80.9% |
| Participation rate | 85.6% | 75.2%+10.4pp | 77.0%+8.6pp | 69.9%+15.7pp |
| Annual return | -2.80% | 6.62%-9.4pp | 2.43%-5.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $241 | $1,759-86.3% | $2,485-90.3% | $2,111-88.6% |
| Participant deferral / active EE | $1,425 | $3,255-56.2% | $3,852-63.0% | $3,350-57.4% |
| Admin fee / account holder | $103 | $489-79.0% | $6,675-98.5% | $521-80.3% |