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) | $60,943 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,038 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,063 |
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 | $144,878 | $99,957+44.9% | $149,696-3.2% | $73,488+97.1% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 19.76% | 53.87%-34.1pp | 276.60%-256.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $4,015 | $3,191+25.8% | $4,644-13.6% | $2,270+76.9% |
| Participant deferral / active EE | $9,729 | $6,073+60.2% | $6,842+42.2% | $3,740+160.2% |
| Admin fee / account holder | $629 | $551+14.3% | $9,309-93.2% | $513+22.6% |