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 8-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,750 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $23,585 |
Filed as: LOCKTON INVESTMENT ADVISORS, INC Service code 16 · EIN 20-8874282 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$191,834 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,819 | $71,106+48.8% | $83,333+27.0% | $75,289+40.6% |
| Participation rate | 92.1% | 82.0%+10.1pp | 77.8%+14.4pp | 72.4%+19.7pp |
| Annual return | -5.01% | -0.56%-4.4pp | 10.63%-15.6pp | -0.04%-5.0pp |
| Employer contribution / active EE | $5,298 | $2,436+117.5% | $3,379+56.8% | $2,405+120.3% |
| Participant deferral / active EE | $9,909 | $6,249+58.6% | $5,565+78.1% | $3,739+165.0% |
| Admin fee / account holder | -$19 | $72-126.6% | $7,510-100.3% | $102-118.8% |