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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,151 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,654 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,384 | $89,808-50.6% | $100,391-55.8% | $77,643-42.8% |
| Participation rate | 88.7% | 81.2%+7.5pp | 81.5%+7.2pp | 70.6%+18.1pp |
| Annual return | 37.47% | 20.62%+16.8pp | 49.20%-11.7pp | 31.24%+6.2pp |
| Employer contribution / active EE | $4,310 | $3,039+41.8% | $3,942+9.3% | $2,726+58.1% |
| Participant deferral / active EE | $8,646 | $8,284+4.4% | $8,082+7.0% | $4,647+86.1% |
| Admin fee / account holder | $133 | $174-23.5% | $7,899-98.3% | $430-69.0% |