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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $264,881 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $86,299 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,054 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $13,100 |
TIAA4 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $1,634 |
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 | $154,368 | $120,057+28.6% | $75,696+103.9% | $93,030+65.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 29.06% | 19.62%+9.4pp | 104.53%-75.5pp | 158.70%-129.6pp |
| Employer contribution / active EE | $2,003 | $3,253-38.4% | $2,743-27.0% | $2,706-26.0% |
| Participant deferral / active EE | $7,163 | $4,089+75.2% | $3,821+87.4% | $4,562+57.0% |
| Admin fee / account holder | $50 | $81-38.1% | $3,619-98.6% | $152-66.8% |