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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,623 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,050 |
SPENCER HAGER & MOSDELL, PC4 years Service code 10 · EIN 54-1467814 | Accounting | $11,880 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,659 |
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 | $40,162 | $53,165-24.5% | $86,188-53.4% | $74,419-46.0% |
| Participation rate | 92.8% | 64.9%+28.0pp | 69.0%+23.9pp | 70.7%+22.1pp |
| Annual return | 16.64% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,519 | $1,210+25.6% | $2,380-36.2% | $2,637-42.4% |
| Participant deferral / active EE | $4,754 | $3,234+47.0% | $3,985+19.3% | $4,528+5.0% |
| Admin fee / account holder | $203 | $551-63.2% | $6,852-97.0% | $348-41.7% |