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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $114,313 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $68,750 |
Filed as: HUSELTON, MORGAN, & MAULTSBY, P.C. Service code 10 · EIN 75-2409112 | Accounting | $18,875 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,592 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $185,111 | $100,801+83.6% | $149,696+23.7% | $73,409+152.2% |
| Participation rate | 83.0% | 77.7%+5.3pp | 82.5%+0.5pp | 72.2%+10.8pp |
| Annual return | 17.30% | 265.34%-248.0pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $6,636 | $3,312+100.4% | $4,644+42.9% | $2,234+197.1% |
| Participant deferral / active EE | $18,840 | $6,404+194.2% | $6,842+175.4% | $3,805+395.1% |
| Admin fee / account holder | $157 | $181-13.0% | $9,309-98.3% | $158-0.4% |