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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,181 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,875 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,015 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,201 | $56,629-53.7% | $77,999-66.4% | $55,167-52.5% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.5%-2.5pp | 69.0%+4.0pp |
| Annual return | 5.99% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $824 | $1,723-52.2% | $2,470-66.7% | $1,963-58.0% |
| Participant deferral / active EE | $2,241 | $2,777-19.3% | $3,497-35.9% | $3,054-26.6% |
| Admin fee / account holder | $27 | $467-94.1% | $5,480-99.5% | $504-94.6% |