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 |
|---|---|---|
STEPHENS INC1 year Filed as: STEPHENS INC. Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $7,704 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP GROUP RETIREMENT PN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,933 | $93,571-0.7% | $135,903-31.6% | $75,163+23.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.01% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,289 | $3,537-7.0% | $4,856-32.3% | $2,670+23.2% |
| Participant deferral / active EE | $6,947 | $6,404+8.5% | $7,758-10.5% | $4,125+68.4% |
| Admin fee / account holder | $67 | $6,975-99.0% | $10,762-99.4% | $5,651-98.8% |