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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $58,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,877 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,706 | $66,457+42.5% | $81,382+16.4% | $77,643+22.0% |
| Participation rate | 74.7% | 68.7%+5.9pp | 69.5%+5.2pp | 70.6%+4.1pp |
| Annual return | 14.91% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,783 | $2,159-17.4% | $2,463-27.6% | $2,726-34.6% |
| Participant deferral / active EE | $5,838 | $3,679+58.7% | $3,883+50.4% | $4,647+25.6% |
| Admin fee / account holder | $164 | $583-71.8% | $5,768-97.2% | $430-61.8% |