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 10-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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $120,571 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $15,507 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,469 |
ASHER, GITTLER & D'ALBA, LTD.8+ years Service code 29 · EIN 36-2786883 | Legal | $11,236 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Direct payment from the plan; Investm... | $2,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,371 | $106,236-51.6% | $112,228-54.2% | $64,808-20.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.17% | -6.02%-11.2pp | 27.45%-44.6pp | 32.82%-50.0pp |
| Employer contribution / active EE | $8,964 | $3,166+183.1% | $3,635+146.6% | $2,506+257.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $231 | $452-48.8% | $6,410-96.4% | $188+23.2% |