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 | $205,522 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,813 |
COHN REZNICK LLP2 years Filed as: COHN REZNIK LLP Service code 10 · EIN 33-4144829 | Accounting | $33,075 |
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 | $111,545 | $115,744-3.6% | $100,391+11.1% | $199,593-44.1% |
| Participation rate | 96.3% | 85.7%+10.7pp | 81.5%+14.8pp | 72.0%+24.3pp |
| Annual return | 15.45% | 17.79%-2.3pp | 49.20%-33.8pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,877 | $3,657-21.3% | $3,942-27.0% | $3,034-5.2% |
| Participant deferral / active EE | $8,810 | $9,844-10.5% | $8,082+9.0% | $5,087+73.2% |
| Admin fee / account holder | $247 | $93+165.8% | $7,899-96.9% | $269-8.2% |