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 8-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 | $32,004 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,206 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $10,012 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,763 | $119,446-72.6% | $150,045-78.2% | $85,563-61.7% |
| Participation rate | 80.3% | 75.4%+4.9pp | 82.3%-2.0pp | 66.0%+14.3pp |
| Annual return | 27.80% | 23.72%+4.1pp | 62.55%-34.7pp | 31.51%-3.7pp |
| Employer contribution / active EE | $1,476 | $4,078-63.8% | $4,693-68.6% | $2,654-44.4% |
| Participant deferral / active EE | $3,673 | $7,985-54.0% | $7,997-54.1% | $4,375-16.1% |
| Admin fee / account holder | $184 | $548-66.4% | $13,435-98.6% | $834-77.9% |