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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $140,130 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $100,600 |
AMERICAN FUNDS2 years Filed as: CAPITAL MANAGEMENT ENTERPRISES LLC Service code 26 1111 W DEKALB PIKE · WAYNE, PA 19087 | Advisory (Participants) | $54,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,193 | $110,299-17.3% | $102,423-11.0% | $199,593-54.3% |
| Participation rate | 51.4% | 86.3%-34.9pp | 76.5%-25.1pp | 72.0%-20.6pp |
| Annual return | 13.50% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,366 | $3,603-62.1% | $3,023-54.8% | $3,034-55.0% |
| Participant deferral / active EE | $4,328 | $6,376-32.1% | $5,053-14.4% | $5,087-14.9% |
| Admin fee / account holder | $133 | $122+9.2% | $9,451-98.6% | $269-50.3% |