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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $292,719 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,934 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $15,027 | $37,039-59.4% | $147,614-89.8% | $59,188-74.6% |
| Participation rate | 97.7% | 63.8%+33.9pp | 84.6%+13.1pp | 69.4%+28.3pp |
| Annual return | -0.36% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.9pp |
| Employer contribution / active EE | $157 | $1,353-88.4% | $5,564-97.2% | $2,098-92.5% |
| Participant deferral / active EE | $3,162 | $2,094+51.0% | $4,895-35.4% | $3,265-3.1% |
| Admin fee / account holder | $83 | $60+37.1% | $11,611-99.3% | $92-10.5% |