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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $36,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,693 | $36,978-49.4% | $155,790-88.0% | $59,188-68.4% |
| Participation rate | 86.5% | 62.7%+23.8pp | 76.1%+10.4pp | 69.4%+17.1pp |
| Annual return | 0.93% | 5.44%-4.5pp | 71.54%-70.6pp | 5.51%-4.6pp |
| Employer contribution / active EE | $826 | $1,222-32.4% | $3,836-78.5% | $2,098-60.6% |
| Participant deferral / active EE | $2,532 | $2,795-9.4% | $4,797-47.2% | $3,265-22.5% |
| Admin fee / account holder | $19 | $65-70.7% | $7,478-99.7% | $92-79.3% |