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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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $95,744 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,827 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,748 | $92,303+47.1% | $152,466-11.0% | $86,799+56.4% |
| Participation rate | 97.6% | 81.1%+16.5pp | 78.2%+19.4pp | 72.3%+25.3pp |
| Annual return | 10.74% | 531.69%-520.9pp | 757.33%-746.6pp | 97.91%-87.2pp |
| Employer contribution / active EE | $2,121 | $3,748-43.4% | $4,327-51.0% | $2,405-11.8% |
| Participant deferral / active EE | $7,447 | $5,599+33.0% | $5,820+27.9% | $4,131+80.3% |
| Admin fee / account holder | $141 | $150-6.1% | $15,805-99.1% | $170-16.9% |