Filed October 1, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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) | $134,722 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,726 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,080 |
RSM US LLP2 years Service code 10 30 S WACKER DR · CHICAGO, IL 60604 | Accounting | $11,025 |
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 | $138,756 | $111,608+24.3% | $177,821-22.0% | $73,409+89.0% |
| Participation rate | 94.7% | 87.9%+6.8pp | 87.7%+6.9pp | 72.2%+22.5pp |
| Annual return | 18.14% | 18.23%-0.1pp | 48.32%-30.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $7,130 | $3,796+87.8% | $5,918+20.5% | $2,234+219.2% |
| Participant deferral / active EE | $4,419 | $6,199-28.7% | $7,714-42.7% | $3,805+16.1% |
| Admin fee / account holder | $191 | $166+15.3% | $12,427-98.5% | $158+20.9% |