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 |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $80,121 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $42,840 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,154 | $54,193-35.1% | $93,606-62.4% | $77,643-54.7% |
| Participation rate | 86.9% | 63.9%+23.0pp | 68.7%+18.2pp | 70.6%+16.3pp |
| Annual return | 14.07% | 30.54%-16.5pp | 133.20%-119.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $672 | $1,168-42.5% | $2,420-72.2% | $2,726-75.3% |
| Participant deferral / active EE | $5,959 | $3,144+89.6% | $4,411+35.1% | $4,647+28.2% |
| Admin fee / account holder | $128 | $576-77.7% | $8,285-98.5% | $430-70.2% |