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 LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $6,555 |
DRINKER BIDDLE & REATH LLP1+ years Filed as: DRINKER BIDDLE REATH LLP Service code 16 ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103 | Consulting | $6,549 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $125 |
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 | $189,452 | $61,616+207.5% | $105,722+79.2% | $55,167+243.4% |
| Participation rate | 93.0% | 72.9%+20.1pp | 78.9%+14.1pp | 69.0%+24.0pp |
| Annual return | 8.54% | 11.15%-2.6pp | 12.25%-3.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $11,386 | $3,043+274.2% | $4,079+179.1% | $1,963+480.2% |
| Participant deferral / active EE | $9,865 | $4,213+134.1% | $5,326+85.2% | $3,054+223.0% |
| Admin fee / account holder | $82 | $379-78.2% | $8,308-99.0% | $504-83.6% |