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 Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $30,492 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $740 |
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 | $134,673 | $58,083+131.9% | $80,019+68.3% | $56,287+139.3% |
| Participation rate | 93.9% | 73.6%+20.3pp | 75.8%+18.1pp | 69.9%+24.1pp |
| Annual return | -2.82% | 34.61%-37.4pp | 11.22%-14.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $5,007 | $1,932+159.2% | $2,468+102.9% | $2,111+137.2% |
| Participant deferral / active EE | $6,157 | $3,135+96.4% | $3,686+67.1% | $3,350+83.8% |
| Admin fee / account holder | $169 | $623-72.9% | $6,521-97.4% | $521-67.6% |