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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $689,924 |
Filed as: GWFS EQUITIES INC Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $349,315 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $87,550 |
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 | $126,282 | $105,247+20.0% | $87,100+45.0% | $77,787+62.3% |
| Participation rate | 95.5% | 85.8%+9.7pp | 76.9%+18.6pp | 73.2%+22.3pp |
| Annual return | 23.85% | 24.52%-0.7pp | 28.19%-4.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $6,270 | $2,895+116.6% | $2,521+148.7% | $2,504+150.4% |
| Participant deferral / active EE | $8,565 | $5,060+69.3% | $4,049+111.6% | $3,967+115.9% |
| Admin fee / account holder | $175 | $104+67.4% | $7,497-97.7% | $100+74.8% |