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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $30,000 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,630 |
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 | $169,904 | $70,908+139.6% | $98,907+71.8% | $73,488+131.2% |
| Participation rate | 93.1% | 73.8%+19.3pp | 76.0%+17.1pp | 70.7%+22.4pp |
| Annual return | 14.49% | 34.17%-19.7pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $4,930 | $2,036+142.1% | $2,689+83.4% | $2,270+117.2% |
| Participant deferral / active EE | $6,017 | $3,500+71.9% | $4,244+41.8% | $3,740+60.9% |
| Admin fee / account holder | $178 | $535-66.7% | $6,642-97.3% | $513-65.2% |