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 37 · EIN 04-2647786 | Loan Processing | $503,062 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,851 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,750 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $28,781 |
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 | $71,915 | $81,548-11.8% | $141,162-49.1% | $89,569-19.7% |
| Participation rate | 76.8% | 64.9%+11.9pp | 82.5%-5.7pp | 69.6%+7.2pp |
| Annual return | 27.12% | 47.43%-20.3pp | 71.39%-44.3pp | 34.56%-7.4pp |
| Employer contribution / active EE | $2,695 | $2,272+18.6% | $4,735-43.1% | $2,584+4.3% |
| Participant deferral / active EE | $8,079 | $5,280+53.0% | $6,709+20.4% | $4,220+91.4% |
| Admin fee / account holder | $55 | $68-19.3% | $10,261-99.5% | $72-23.3% |