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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $457,547 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,500 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $35,805 |
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 27 · EIN 20-8764829 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,279,141 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,827 | $129,756+54.0% | $169,993+17.6% | $103,482+93.1% |
| Participation rate | 99.9% | 91.3%+8.7pp | 87.0%+12.9pp | 73.3%+26.7pp |
| Annual return | 18.28% | 20.17%-1.9pp | 53.37%-35.1pp | 33.11%-14.8pp |
| Employer contribution / active EE | $6,800 | $5,236+29.9% | $6,785+0.2% | $3,208+112.0% |
| Participant deferral / active EE | $8,957 | $8,283+8.1% | $10,408-13.9% | $5,207+72.0% |
| Admin fee / account holder | -$98 | $73-234.0% | $12,815-100.8% | $114-185.5% |