Filed October 8, 2021 (most recent of 4 filings on file)
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 26 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $5,241 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $375 |
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 | $147,925 | $60,795+143.3% | $69,455+113.0% | $65,185+126.9% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 17.83% | 17.46%+0.4pp | 28.97%-11.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $4,908 | $2,452+100.2% | $2,779+76.6% | $2,177+125.5% |
| Participant deferral / active EE | $5,593 | $3,162+76.9% | $3,535+58.2% | $3,514+59.2% |
| Admin fee / account holder | $13 | $314-95.8% | $3,839-99.7% | $847-98.4% |