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 | $99,638 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,100 |
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 | $73,254 | $127,481-42.5% | $149,696-51.1% | $90,288-18.9% |
| Participation rate | 98.1% | 78.2%+19.8pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 21.96% | 57.78%-35.8pp | 276.60%-254.6pp | 53.97%-32.0pp |
| Employer contribution / active EE | $4,699 | $3,448+36.3% | $4,644+1.2% | $2,524+86.2% |
| Participant deferral / active EE | $13,493 | $6,975+93.4% | $6,842+97.2% | $4,232+218.8% |
| Admin fee / account holder | $121 | $152-19.9% | $9,309-98.7% | $114+6.5% |