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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.
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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 LLC5 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $49,066 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $20,526 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,353 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,180 | $109,881+33.9% | $150,045-1.9% | $84,808+73.5% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 13.27% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,870 | $3,561+36.8% | $4,693+3.8% | $2,631+85.1% |
| Participant deferral / active EE | $8,376 | $6,636+26.2% | $7,997+4.7% | $4,212+98.9% |
| Admin fee / account holder | $585 | $8,568-93.2% | $13,435-95.6% | $7,344-92.0% |