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 Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,060 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $160,019 | $74,552+114.6% | $62,995+154.0% | $69,631+129.8% |
| Participation rate | 94.8% | 78.3%+16.5pp | 74.8%+20.0pp | 70.7%+24.1pp |
| Annual return | 11.48% | 15.77%-4.3pp | 87.57%-76.1pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $6,504 | $2,929+122.0% | $2,759+135.7% | $2,032+220.0% |
| Participant deferral / active EE | $5,739 | $2,974+92.9% | $3,329+72.4% | $3,224+78.0% |
| Admin fee / account holder | $34 | $59-42.3% | $3,600-99.0% | $110-69.0% |