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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.
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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 PARTNERS2+ years Service code 27 · EIN 01-0647966 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $24,218 |
ASPIRE FINANCIAL SERVICES2+ years Service code 15 · EIN 27-1033755 4010 BOYSCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $4,501 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,314 | $56,629-9.4% | $77,999-34.2% | $55,167-7.0% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.5%-2.5pp | 69.0%+4.0pp |
| Annual return | 5.24% | 2866.98%-2861.7pp | 425.96%-420.7pp | 169.23%-164.0pp |
| Employer contribution / active EE | $646 | $1,723-62.5% | $2,470-73.8% | $1,963-67.1% |
| Participant deferral / active EE | $1,543 | $2,777-44.4% | $3,497-55.9% | $3,054-49.5% |
| Admin fee / account holder | $204 | $467-56.3% | $5,480-96.3% | $504-59.6% |