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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,274 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,427 |
Filed as: BARTLETT PRINGLE & WOLF LLP Service code 99 1123 CHAPALA ST · SANTA BARBARA, CA 93190 | Other Fees | $13,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $921 |
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 | $42,604 | $29,369+45.1% | $77,482-45.0% | $73,409-42.0% |
| Participation rate | 80.1% | 37.9%+42.1pp | 54.2%+25.9pp | 72.2%+7.9pp |
| Annual return | 10.71% | 358.15%-347.4pp | 54.79%-44.1pp | 59.29%-48.6pp |
| Employer contribution / active EE | $1,011 | $406+149.0% | $986+2.5% | $2,234-54.8% |
| Participant deferral / active EE | $2,270 | $941+141.3% | $1,861+22.0% | $3,805-40.3% |
| Admin fee / account holder | $279 | $123+127.5% | $2,858-90.2% | $158+76.8% |