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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,852 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $149,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$920,425 |
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 | $182,973 | $122,602+49.2% | $177,821+2.9% | $93,223+96.3% |
| Participation rate | 99.5% | 91.3%+8.2pp | 87.7%+11.8pp | 74.9%+24.6pp |
| Annual return | 16.70% | 22.53%-5.8pp | 48.32%-31.6pp | 19.29%-2.6pp |
| Employer contribution / active EE | $12,170 | $4,338+180.6% | $5,918+105.6% | $2,680+354.2% |
| Participant deferral / active EE | $8,005 | $7,134+12.2% | $7,714+3.8% | $4,563+75.4% |
| Admin fee / account holder | -$62 | $62-200.2% | $12,427-100.5% | $79-178.0% |