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 9-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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $14,350 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $13,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,595 | $91,762-31.8% | $67,502-7.3% | $77,643-19.4% |
| Participation rate | 97.4% | 75.9%+21.5pp | 72.9%+24.5pp | 70.6%+26.9pp |
| Annual return | 12.94% | 14.87%-1.9pp | 3512.12%-3499.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,248 | $3,181-60.8% | $2,731-54.3% | $2,726-54.2% |
| Participant deferral / active EE | $1,565 | $3,903-59.9% | $4,000-60.9% | $4,647-66.3% |
| Admin fee / account holder | $26 | $176-85.3% | $3,998-99.4% | $430-94.0% |