See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $114,294 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,272 |
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 | $127,136 | $81,537+55.9% | $149,718-15.1% | $69,631+82.6% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.1%+11.6pp | 70.7%+28.0pp |
| Annual return | 18.73% | 22.79%-4.1pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $4,532 | $3,239+39.9% | $5,445-16.8% | $2,032+123.0% |
| Participant deferral / active EE | $7,652 | $4,994+53.2% | $6,569+16.5% | $3,224+137.4% |
| Admin fee / account holder | $16 | $107-84.9% | $11,283-99.9% | $110-85.4% |