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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,896 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Participants) | $7,344 |
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 | $141,687 | $48,795+190.4% | $65,493+116.3% | $84,808+67.1% |
| Participation rate | 93.2% | 67.0%+26.2pp | 73.1%+20.1pp | 68.3%+24.9pp |
| Annual return | 11.93% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,485 | $1,930+184.3% | $2,574+113.1% | $2,631+108.5% |
| Participant deferral / active EE | $6,593 | $2,928+125.1% | $3,961+66.4% | $4,212+56.5% |
| Admin fee / account holder | $147 | $3,877-96.2% | $5,028-97.1% | $7,344-98.0% |