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 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $36,790 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,862 |
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 | $32,392 | $39,819-18.7% | $67,834-52.2% | $57,658-43.8% |
| Participation rate | 82.5% | 61.2%+21.2pp | 68.8%+13.7pp | 70.2%+12.2pp |
| Annual return | 7.61% | 9.19%-1.6pp | 138.47%-130.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,231 | $1,277-3.6% | $2,403-48.8% | $1,974-37.6% |
| Participant deferral / active EE | $1,922 | $2,209-13.0% | $3,160-39.2% | $3,061-37.2% |
| Admin fee / account holder | $6 | $84-92.7% | $4,622-99.9% | $95-93.6% |