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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $336,906 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,259 |
Filed as: LANE GORMAN TRUBITT, LLC Service code 10 · EIN 75-1044330 | Accounting | $40,500 |
KATZ, SAPPER & MILLER1 year Filed as: KSM BUSINESS SERVICES. INC Service code 10 · EIN 35-2123203 | Accounting | $5,000 |
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 | $76,149 | $117,739-35.3% | $126,539-39.8% | $117,739-35.3% |
| Participation rate | 94.9% | 76.6%+18.3pp | 69.8%+25.1pp | 76.6%+18.3pp |
| Annual return | 17.73% | 17.29%+0.4pp | 425.95%-408.2pp | 17.29%+0.4pp |
| Employer contribution / active EE | $1,448 | $3,746-61.3% | $3,674-60.6% | $3,746-61.3% |
| Participant deferral / active EE | $5,005 | $6,128-18.3% | $4,083+22.6% | $6,128-18.3% |
| Admin fee / account holder | $71 | $112-36.2% | $6,065-98.8% | $112-36.2% |