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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $43,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,115 |
SLMP LLC STATLAB1 year Service code 99 2090 COMMERCE DR · MCKINNEY, TX 75069 | Other Fees | $16,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,331 |
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 | $43,121 | $88,890-51.5% | $102,423-57.9% | $77,643-44.5% |
| Participation rate | 93.2% | 80.9%+12.3pp | 76.5%+16.7pp | 70.6%+22.6pp |
| Annual return | 14.57% | 24.98%-10.4pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,708 | $2,698-36.7% | $3,023-43.5% | $2,726-37.4% |
| Participant deferral / active EE | $5,083 | $5,145-1.2% | $5,053+0.6% | $4,647+9.4% |
| Admin fee / account holder | $294 | $235+24.8% | $9,451-96.9% | $430-31.7% |