Filed February 12, 2018
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,925 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $62,539 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,099 | $50,956-39.0% | $96,562-67.8% | $86,799-64.2% |
| Participation rate | 94.4% | 65.2%+29.1pp | 69.8%+24.5pp | 72.3%+22.1pp |
| Annual return | 12.82% | 21.27%-8.4pp | 37.78%-25.0pp | 97.91%-85.1pp |
| Employer contribution / active EE | $990 | $1,111-10.9% | $2,356-58.0% | $2,405-58.8% |
| Participant deferral / active EE | $3,925 | $2,954+32.9% | $3,849+2.0% | $4,131-5.0% |
| Admin fee / account holder | $166 | $166-0.3% | $6,181-97.3% | $170-2.4% |