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) | $60,124 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,670 | $51,288+2.7% | $81,983-35.8% | $73,409-28.3% |
| Participation rate | 87.6% | 64.0%+23.6pp | 69.2%+18.3pp | 72.2%+15.4pp |
| Annual return | 10.35% | 29.48%-19.1pp | 41.31%-31.0pp | 59.29%-48.9pp |
| Employer contribution / active EE | $965 | $1,487-35.1% | $2,498-61.4% | $2,234-56.8% |
| Participant deferral / active EE | $2,457 | $2,715-9.5% | $3,722-34.0% | $3,805-35.4% |
| Admin fee / account holder | $106 | $125-15.5% | $5,664-98.1% | $158-32.9% |