Filed August 27, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,641 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $76,181 |
CROWE LLP2 years Service code 16 · EIN 35-0921680 | Consulting | $31,588 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,069 |
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 | $115,702 | $105,190+10.0% | $98,907+17.0% | $90,288+28.1% |
| Participation rate | 97.6% | 86.4%+11.3pp | 76.0%+21.6pp | 73.4%+24.3pp |
| Annual return | 20.87% | 18.52%+2.3pp | 196.43%-175.6pp | 53.97%-33.1pp |
| Employer contribution / active EE | $3,371 | $3,831-12.0% | $2,689+25.4% | $2,524+33.6% |
| Participant deferral / active EE | $8,960 | $5,616+59.6% | $4,244+111.1% | $4,232+111.7% |
| Admin fee / account holder | $131 | $97+34.5% | $6,642-98.0% | $114+14.8% |