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: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $24,551 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,029 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Fees | $6,949 |
BENEFIT RESOURCES, INC.5 years Service code 13 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,255 | $61,156-11.3% | $185,823-70.8% | $79,386-31.7% |
| Participation rate | 51.6% | 66.6%-15.0pp | 81.7%-30.1pp | 70.7%-19.1pp |
| Annual return | 14.64% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,775 | $2,321-23.5% | $5,167-65.6% | $2,427-26.9% |
| Participant deferral / active EE | $2,913 | $2,789+4.5% | $5,568-47.7% | $4,046-28.0% |
| Admin fee / account holder | $295 | $710-58.4% | $16,237-98.2% | $626-52.9% |