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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,788 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,702 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $43,891 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,474 | $55,331-50.3% | $81,812-66.4% | $199,593-86.2% |
| Participation rate | 75.2% | 62.5%+12.7pp | 72.3%+2.8pp | 72.0%+3.2pp |
| Annual return | 25.08% | 19.59%+5.5pp | 773.79%-748.7pp | 34.25%-9.2pp |
| Employer contribution / active EE | $1,131 | $2,101-46.2% | $2,912-61.2% | $3,034-62.7% |
| Participant deferral / active EE | $3,181 | $3,283-3.1% | $4,319-26.3% | $5,087-37.5% |
| Admin fee / account holder | $186 | $346-46.2% | $7,386-97.5% | $269-30.8% |