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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $780,268 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $120,866 |
Service code 29 3421 RIDGEWOOD RD STE 300 · AKRON, OH 44333 | Legal | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $54,443 | $48,464+12.3% | $90,951-40.1% | $106,222-48.7% |
| Participation rate | 32.4% | 53.1%-20.7pp | 69.0%-36.6pp | 70.8%-38.4pp |
| Annual return | 13.41% | 16.72%-3.3pp | 134.60%-121.2pp | 21.69%-8.3pp |
| Employer contribution / active EE | $118 | $939-87.5% | $2,122-94.5% | $2,723-95.7% |
| Participant deferral / active EE | $1,270 | $1,510-15.9% | $3,373-62.3% | $4,600-72.4% |
| Admin fee / account holder | $89 | $58+52.7% | $5,959-98.5% | $78+12.9% |