See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $9,560 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Contract Administrator | $5,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,167 | $64,705+23.9% | $62,929+27.4% | $67,986+17.9% |
| Participation rate | 93.7% | 65.6%+28.1pp | 73.1%+20.6pp | 57.2%+36.5pp |
| Annual return | 11.69% | 20.31%-8.6pp | 1063.93%-1052.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $2,351 | $2,376-1.1% | $2,505-6.1% | $2,019+16.4% |
| Participant deferral / active EE | $3,864 | $3,198+20.8% | $3,888-0.6% | $3,358+15.1% |
| Admin fee / account holder | $66 | $1,428-95.4% | $5,065-98.7% | $3,203-97.9% |