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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $405,461 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $24,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,017 | $102,389+61.2% | $100,516+64.2% | $90,288+82.8% |
| Participation rate | 96.0% | 84.0%+11.9pp | 79.4%+16.6pp | 73.4%+22.6pp |
| Annual return | 18.03% | 22.50%-4.5pp | 30.89%-12.9pp | 53.97%-35.9pp |
| Employer contribution / active EE | $5,220 | $3,056+70.8% | $3,418+52.8% | $2,524+106.8% |
| Participant deferral / active EE | $10,027 | $7,514+33.4% | $6,270+59.9% | $4,232+136.9% |
| Admin fee / account holder | $84 | $83+0.5% | $8,081-99.0% | $114-26.6% |