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 5-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 |
|---|---|---|
ATCAPS PARTNERS LLC1 year Filed as: ATCAP PARTNERS, LLC Service code 26 · EIN 04-3249931 1445 RESEARCH BLVD · ROCKVILLE, MD 20850 | Advisory (Participants) | $25,180 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,576 |
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 | $46,062 | $50,815-9.4% | $155,509-70.4% | $77,643-40.7% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 129.26% | 34.80%+94.5pp | 64.67%+64.6pp | 31.24%+98.0pp |
| Employer contribution / active EE | $2,073 | $1,993+4.0% | $4,672-55.6% | $2,726-23.9% |
| Participant deferral / active EE | $4,738 | $2,822+67.9% | $5,626-15.8% | $4,647+1.9% |
| Admin fee / account holder | $116 | $437-73.4% | $15,912-99.3% | $430-73.0% |