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 · EIN 26-0058143 | Advisory (Plan) | $19,419 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,103 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $4,114 |
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 | $48,573 | $69,305-29.9% | $82,313-41.0% | $69,631-30.2% |
| Participation rate | 99.2% | 80.3%+19.0pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 17.95% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $697 | $1,887-63.1% | $2,428-71.3% | $2,032-65.7% |
| Participant deferral / active EE | $3,679 | $3,568+3.1% | $3,706-0.7% | $3,224+14.1% |
| Admin fee / account holder | $26 | $97-73.1% | $5,608-99.5% | $110-76.3% |