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: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,297 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,107 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,614 | $73,638+8.1% | $95,952-17.0% | $73,488+8.3% |
| Participation rate | 86.9% | 76.2%+10.7pp | 77.1%+9.8pp | 70.7%+16.2pp |
| Annual return | 13.57% | 16.78%-3.2pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,518 | $1,863+35.1% | $2,541-0.9% | $2,270+10.9% |
| Participant deferral / active EE | $4,547 | $3,617+25.7% | $4,167+9.1% | $3,740+21.6% |
| Admin fee / account holder | $472 | $482-2.1% | $6,795-93.1% | $513-8.0% |