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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,958 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $115,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$335,806 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,492 | $82,683+25.2% | $133,980-22.8% | $65,292+58.5% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.1%+12.6pp | 72.4%+27.3pp |
| Annual return | 8.74% | 9.63%-0.9pp | 29.30%-20.6pp | 11.84%-3.1pp |
| Employer contribution / active EE | $7,576 | $3,583+111.4% | $5,211+45.4% | $2,302+229.1% |
| Participant deferral / active EE | $5,944 | $5,190+14.5% | $6,282-5.4% | $3,579+66.1% |
| Admin fee / account holder | -$12 | $66-118.4% | $9,324-100.1% | $57-121.1% |