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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $123,910 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $33,468 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 3030 N ROCKY POINT DR · TAMPA, FL 33607 | Advisory (Plan) | $15,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,419 | $72,770-65.1% | $67,652-62.4% | $55,191-53.9% |
| Participation rate | 86.6% | 78.8%+7.8pp | 75.7%+11.0pp | 69.2%+17.5pp |
| Annual return | 3.89% | -3.26%+7.2pp | 6625.04%-6621.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,603 | $3,408+93.7% | $3,560+85.5% | $3,046+116.7% |
| Admin fee / account holder | $136 | $79+72.5% | $4,821-97.2% | $91+49.8% |