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 LLC4+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,269 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,184 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $2,543 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,138 |
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 | $27,899 | $58,083-52.0% | $80,019-65.1% | $56,287-50.4% |
| Participation rate | 79.6% | 73.6%+6.0pp | 75.8%+3.8pp | 69.9%+9.8pp |
| Annual return | -0.62% | 34.61%-35.2pp | 11.22%-11.8pp | -9.96%+9.3pp |
| Employer contribution / active EE | $922 | $1,932-52.3% | $2,468-62.7% | $2,111-56.3% |
| Participant deferral / active EE | $2,656 | $3,135-15.3% | $3,686-27.9% | $3,350-20.7% |
| Admin fee / account holder | $29 | $623-95.4% | $6,521-99.6% | $521-94.5% |