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 LLC5+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,983 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $7,707 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,159 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $3,028 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,060 | $66,310-54.7% | $93,606-67.9% | $65,185-53.9% |
| Participation rate | 83.6% | 74.0%+9.6pp | 75.8%+7.8pp | 70.2%+13.4pp |
| Annual return | 17.36% | 42.58%-25.2pp | 32.76%-15.4pp | 29.38%-12.0pp |
| Employer contribution / active EE | $920 | $2,012-54.3% | $2,718-66.2% | $2,177-57.7% |
| Participant deferral / active EE | $2,750 | $3,342-17.7% | $4,069-32.4% | $3,514-21.7% |
| Admin fee / account holder | $119 | $6,897-98.3% | $7,888-98.5% | $847-86.0% |