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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,149 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,340 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,405 |
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 | $57,381 | $88,770-35.4% | $109,143-47.4% | $93,030-38.3% |
| Participation rate | 96.7% | 81.5%+15.2pp | 75.9%+20.9pp | 73.9%+22.8pp |
| Annual return | 12.30% | 60.64%-48.3pp | 25.75%-13.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,935 | $3,780-48.8% | $3,722-48.0% | $2,706-28.5% |
| Participant deferral / active EE | $3,361 | $3,630-7.4% | $4,653-27.8% | $4,562-26.3% |
| Admin fee / account holder | $173 | $172+0.2% | $6,752-97.4% | $152+13.9% |