Filed January 2, 2018
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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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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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $74,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,144 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,598 | $172,932+134.0% | $119,258+239.3% | $86,799+366.1% |
| Participation rate | 98.8% | 89.4%+9.4pp | 82.7%+16.1pp | 72.3%+26.5pp |
| Annual return | 16.06% | 20.96%-4.9pp | 30.69%-14.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $7,740 | $5,487+41.1% | $4,384+76.5% | $2,405+221.8% |
| Participant deferral / active EE | $15,308 | $8,466+80.8% | $6,111+150.5% | $4,131+270.6% |
| Admin fee / account holder | $38 | $150-74.6% | $7,226-99.5% | $170-77.4% |