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 LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,275 |
SMITH & HOWARD, PC5+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,857 | $41,617+55.8% | $84,611-23.3% | $77,787-16.6% |
| Participation rate | 46.3% | 45.0%+1.2pp | 68.2%-22.0pp | 73.2%-26.9pp |
| Annual return | 21.11% | 24.97%-3.9pp | 258.74%-237.6pp | 32.57%-11.5pp |
| Employer contribution / active EE | $1,539 | $1,061+45.0% | $2,652-42.0% | $2,504-38.6% |
| Participant deferral / active EE | $3,275 | $2,129+53.8% | $3,899-16.0% | $3,967-17.5% |
| Admin fee / account holder | $45 | $121-62.5% | $4,912-99.1% | $100-54.7% |