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 6-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 | $184,136 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,491 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,731 |
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 | $162,776 | $176,491-7.8% | $95,952+69.6% | $90,288+80.3% |
| Participation rate | 97.4% | 86.6%+10.8pp | 77.1%+20.3pp | 73.4%+24.1pp |
| Annual return | 17.37% | 20.14%-2.8pp | 91.61%-74.2pp | 53.97%-36.6pp |
| Employer contribution / active EE | $5,328 | $2,789+91.1% | $2,541+109.7% | $2,524+111.1% |
| Participant deferral / active EE | $9,205 | $5,340+72.4% | $4,167+120.9% | $4,232+117.5% |
| Admin fee / account holder | $212 | $154+37.5% | $6,795-96.9% | $114+85.7% |