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 LLC3+ years Service code 27 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,589 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,809 |
CBIZ RETIREMENT PLAN SERVICES3+ years Service code 13 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $331 |
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 | $51,466 | $64,909-20.7% | $82,313-37.5% | $62,292-17.4% |
| Participation rate | 97.1% | 74.9%+22.3pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 16.28% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,332 | $1,676+39.1% | $2,428-4.0% | $2,042+14.2% |
| Participant deferral / active EE | $2,955 | $3,103-4.8% | $3,706-20.3% | $3,169-6.8% |
| Admin fee / account holder | $52 | $440-88.3% | $5,608-99.1% | $479-89.2% |