Filed May 15, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 64 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Recordkeeping Fees | $46,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,754 | $122,239-4.5% | $184,203-36.6% | $74,495+56.7% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 14.19% | 19.95%-5.8pp | 28.81%-14.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,310 | $4,537+17.0% | $6,427-17.4% | $2,623+102.4% |
| Participant deferral / active EE | $7,477 | $7,139+4.7% | $9,131-18.1% | $4,346+72.1% |
| Admin fee / account holder | $214 | $1,260-83.0% | $13,901-98.5% | $1,942-89.0% |