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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $286,484 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $124,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$583,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $122,359 | $104,281+17.3% | $140,016-12.6% | $68,904+77.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -5.69% | -1.33%-4.4pp | 651.12%-656.8pp | 1.07%-6.8pp |
| Employer contribution / active EE | $9,569 | $4,070+135.1% | $5,606+70.7% | $2,540+276.7% |
| Participant deferral / active EE | $7,163 | $6,129+16.9% | $6,927+3.4% | $4,015+78.4% |
| Admin fee / account holder | -$26 | $79-132.8% | $10,705-100.2% | $71-136.2% |