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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 27 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Plan) | $47,248 |
FREEDOM ONE RETIREMENT SERVICES LLC4+ years Filed as: FREEDOM ONE RETIREMENT SERVICES, LL Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $13,384 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $2,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,793 | $89,652-19.9% | $141,162-49.1% | $65,185+10.1% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.5%+13.8pp | 70.2%+26.1pp |
| Annual return | 22.70% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,863 | $3,065+26.0% | $4,735-18.4% | $2,177+77.5% |
| Participant deferral / active EE | $8,660 | $5,691+52.2% | $6,709+29.1% | $3,514+146.5% |
| Admin fee / account holder | $468 | $569-17.7% | $10,261-95.4% | $847-44.8% |