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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,584 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,941 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,073 | $49,693-29.4% | $70,515-50.3% | $74,419-52.9% |
| Participation rate | 70.1% | 64.7%+5.4pp | 68.3%+1.7pp | 70.7%-0.6pp |
| Annual return | 16.37% | 21.22%-4.8pp | 32.77%-16.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,478 | $1,773-16.7% | $2,973-50.3% | $2,637-44.0% |
| Participant deferral / active EE | $1,656 | $3,376-50.9% | $4,567-63.7% | $4,528-63.4% |
| Admin fee / account holder | $252 | $316-20.3% | $6,412-96.1% | $348-27.7% |