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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,930 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,138 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,023 |
ROBINSON BRADSHAW1 year Service code 29 · EIN 56-0944079 | Legal | $6,768 |
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 | $49,486 | $93,131-46.9% | $106,548-53.6% | $86,799-43.0% |
| Participation rate | 83.9% | 81.4%+2.5pp | 76.1%+7.8pp | 72.3%+11.6pp |
| Annual return | 13.28% | 19.45%-6.2pp | 26.80%-13.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3,508 | $2,895+21.2% | $2,819+24.4% | $2,405+45.8% |
| Participant deferral / active EE | $2,661 | $4,708-43.5% | $4,398-39.5% | $4,131-35.6% |
| Admin fee / account holder | $181 | $145+24.9% | $7,407-97.6% | $170+6.9% |