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 |
|---|---|---|
CAPSOUTH PARTNERS8+ years Filed as: CAPSOUTH PARTNERS, INC. Service code 20 · EIN 01-0647966 2216 W MAIN STREET · DOTHAN, AL 363011222 | Trustee (individual) | $22,056 |
EMPLOYEE FIDUCIARY, LLC8+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $15,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,601 | $64,119-11.7% | $112,228-49.6% | $66,914-15.4% |
| Participation rate | 65.4% | 68.5%-3.0pp | 75.1%-9.6pp | 69.8%-4.4pp |
| Annual return | -16.46% | -13.81%-2.6pp | 27.45%-43.9pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,247 | $3,005-58.5% | $3,635-65.7% | $2,544-51.0% |
| Participant deferral / active EE | $2,437 | $3,693-34.0% | $4,728-48.4% | $4,237-42.5% |
| Admin fee / account holder | $361 | $625-42.3% | $6,410-94.4% | $593-39.2% |