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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,822 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,348 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $583 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,500 | $25,302+64.0% | $74,701-44.4% | $67,579-38.6% |
| Participation rate | 92.7% | 37.8%+54.8pp | 54.5%+38.2pp | 71.3%+21.4pp |
| Annual return | 15.01% | 10291.17%-10276.2pp | 752.92%-737.9pp | 378.56%-363.5pp |
| Employer contribution / active EE | $1,316 | $446+194.9% | $1,084+21.5% | $2,148-38.7% |
| Participant deferral / active EE | $2,799 | $954+193.4% | $1,964+42.5% | $3,539-20.9% |
| Admin fee / account holder | $203 | $108+88.9% | $3,333-93.9% | $142+42.9% |