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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $552,877 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $86,253 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ,SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,951 | $103,482-49.8% | $121,098-57.1% | $103,482-49.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 69.5%+30.5pp | 73.3%+26.7pp |
| Annual return | 17.37% | 33.11%-15.7pp | 985.75%-968.4pp | 33.11%-15.7pp |
| Employer contribution / active EE | $1,127 | $3,208-64.9% | $4,164-72.9% | $3,208-64.9% |
| Participant deferral / active EE | $3,899 | $5,207-25.1% | $4,080-4.4% | $5,207-25.1% |
| Admin fee / account holder | $79 | $114-31.2% | $5,644-98.6% | $114-31.2% |