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 9-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: CAP FINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $5,625 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,808 | $58,655-35.5% | $91,989-58.9% | $65,185-42.0% |
| Participation rate | 83.0% | 75.3%+7.8pp | 78.6%+4.4pp | 70.2%+12.8pp |
| Annual return | 63.30% | 33.92%+29.4pp | 69.02%-5.7pp | 29.38%+33.9pp |
| Employer contribution / active EE | $3,360 | $2,080+61.5% | $3,452-2.7% | $2,177+54.4% |
| Participant deferral / active EE | $6,837 | $5,474+24.9% | $5,923+15.4% | $3,514+94.6% |
| Admin fee / account holder | $29 | $434-93.3% | $7,743-99.6% | $847-96.6% |