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 | $215,677 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $56,650 |
Service code 10 1123 CHAPALA ST · SANTA BARBARA, CA 93190 | Accounting | $23,213 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,611 | $65,118-34.6% | $76,768-44.5% | $55,725-23.5% |
| Participation rate | 93.8% | 79.6%+14.2pp | 77.0%+16.9pp | 70.9%+23.0pp |
| Annual return | -2.96% | -1.27%-1.7pp | 2.43%-5.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,623 | $3,688+160.9% | $3,852+149.9% | $3,356+186.8% |
| Admin fee / account holder | $267 | $116+130.8% | $6,675-96.0% | $115+132.2% |