Filed February 12, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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) | $61,357 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,047 |
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 | $27,613 | $64,286-57.0% | $90,951-69.6% | $73,409-62.4% |
| Participation rate | 89.1% | 63.6%+25.5pp | 69.0%+20.1pp | 72.2%+16.9pp |
| Annual return | 18.91% | 21.45%-2.5pp | 134.60%-115.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $514 | $895-42.6% | $2,122-75.8% | $2,234-77.0% |
| Participant deferral / active EE | $3,064 | $2,453+24.9% | $3,373-9.2% | $3,805-19.5% |
| Admin fee / account holder | $132 | $287-53.9% | $5,959-97.8% | $158-16.2% |