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 9-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, Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,198 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,759 | $89,808-20.1% | $100,391-28.5% | $77,643-7.6% |
| Participation rate | 99.6% | 81.2%+18.4pp | 81.5%+18.2pp | 70.6%+29.1pp |
| Annual return | 20.71% | 20.62%+0.1pp | 49.20%-28.5pp | 31.24%-10.5pp |
| Employer contribution / active EE | $2,730 | $3,039-10.2% | $3,942-30.7% | $2,726+0.1% |
| Participant deferral / active EE | $6,511 | $8,284-21.4% | $8,082-19.4% | $4,647+40.1% |
| Admin fee / account holder | $286 | $174+63.9% | $7,899-96.4% | $430-33.6% |