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 LLC3+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,657 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,475 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,754 |
CBIZ RETIREMENT PLAN SERVICES2+ 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).
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 | $29,444 | $63,299-53.5% | $91,001-67.6% | $62,292-52.7% |
| Participation rate | 77.6% | 73.3%+4.3pp | 75.6%+2.0pp | 69.5%+8.1pp |
| Annual return | 14.89% | 20.99%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $945 | $1,807-47.7% | $2,456-61.5% | $2,042-53.7% |
| Participant deferral / active EE | $2,479 | $2,943-15.8% | $3,547-30.1% | $3,169-21.8% |
| Admin fee / account holder | $40 | $468-91.5% | $5,417-99.3% | $479-91.7% |