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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $47,811 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,887 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,975 | $89,652+40.5% | $141,162-10.8% | $65,185+93.3% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.5%+7.5pp | 70.2%+19.8pp |
| Annual return | 23.15% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $3,627 | $3,065+18.3% | $4,735-23.4% | $2,177+66.6% |
| Participant deferral / active EE | $9,566 | $5,691+68.1% | $6,709+42.6% | $3,514+172.3% |
| Admin fee / account holder | $540 | $569-5.1% | $10,261-94.7% | $847-36.3% |