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 4-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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 64 · EIN 48-1205033 | Recordkeeping Fees | $22,074 |
J W COLE FINANCIAL INC4+ years Filed as: JW COLE FINANCIAL INC. Service code 17 6928 W LINEBAUGH AVE, STE 10 · TAMPA, FL 336255803 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,000 | $50,815-3.6% | $155,509-68.5% | $77,643-36.9% |
| Participation rate | 68.1% | 63.1%+5.0pp | 78.2%-10.1pp | 70.6%-2.5pp |
| Annual return | 14.95% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,936 | $1,993-2.8% | $4,672-58.6% | $2,726-29.0% |
| Participant deferral / active EE | $3,805 | $2,822+34.8% | $5,626-32.4% | $4,647-18.1% |
| Admin fee / account holder | $220 | $437-49.6% | $15,912-98.6% | $430-48.9% |