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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $15,853 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,757 | $56,110-47.0% | $94,993-68.7% | $70,131-57.6% |
| Participation rate | 63.7% | 65.0%-1.2pp | 73.9%-10.1pp | 69.5%-5.8pp |
| Annual return | 13.06% | 51.02%-38.0pp | 27.12%-14.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,789 | $1,442+24.1% | $2,603-31.3% | $2,342-23.6% |
| Participant deferral / active EE | $2,636 | $2,391+10.2% | $3,317-20.5% | $3,332-20.9% |
| Admin fee / account holder | $182 | $3,456-94.7% | $4,960-96.3% | $4,645-96.1% |