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 | $67,984+17.9% | $65,493+22.4% | $74,304+7.9% |
| Participation rate | 93.7% | 66.3%+27.4pp | 73.1%+20.6pp | 60.3%+33.3pp |
| Annual return | 11.69% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,351 | $2,491-5.6% | $2,574-8.7% | $2,241+4.9% |
| Participant deferral / active EE | $3,864 | $3,346+15.5% | $3,961-2.5% | $3,767+2.6% |
| Admin fee / account holder | $66 | $1,373-95.2% | $5,028-98.7% | $2,969-97.8% |