Filed September 24, 1985
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 28609 | Advisory (Plan) | $155 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,218 | $50,637-26.5% | $86,582-57.0% | $62,293-40.3% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 13.51% | 20.80%-7.3pp | 965.08%-951.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $4,653 | $2,075+124.2% | $2,839+63.9% | $2,042+127.8% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-99.9% | $4,904-100.0% | $479-99.9% |