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: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,869 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,044 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $106,472 | $66,302+60.6% | $110,238-3.4% | $56,287+89.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.42% | -1.18%-4.2pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,839 | $2,047+87.5% | $3,826+0.3% | $2,111+81.9% |
| Participant deferral / active EE | $6,520 | $3,381+92.8% | $4,672+39.6% | $3,350+94.6% |
| Admin fee / account holder | $295 | $698-57.8% | $8,547-96.5% | $521-43.4% |