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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.
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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 | $131,169 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 15 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Recordkeeping | $74,933 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,668 | $63,905-50.4% | $74,183-57.3% | $57,658-45.1% |
| Participation rate | 90.1% | 79.8%+10.4pp | 76.6%+13.5pp | 70.2%+19.9pp |
| Annual return | 12.49% | 60.60%-48.1pp | 17.74%-5.2pp | 5.13%+7.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,036 | $3,448+133.1% | $3,550+126.4% | $3,061+162.6% |
| Admin fee / account holder | $226 | $91+148.4% | $5,586-95.9% | $95+139.3% |