Filed September 13, 2015
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $5,996 |
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 | $87,969 | $55,002+59.9% | $59,878+46.9% | $56,287+56.3% |
| Participation rate | 94.6% | 75.9%+18.6pp | 74.7%+19.9pp | 69.9%+24.7pp |
| Annual return | -2.85% | 1.13%-4.0pp | 3.46%-6.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $5,939 | $2,448+142.6% | $2,722+118.2% | $2,111+181.3% |
| Participant deferral / active EE | $4,951 | $3,121+58.6% | $3,402+45.5% | $3,350+47.8% |
| Admin fee / account holder | $34 | $236-85.8% | $3,590-99.1% | $521-93.6% |