Filed May 30, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $13,689 |
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 | $96,268 | $44,873+114.5% | $79,464+21.1% | $56,287+71.0% |
| Participation rate | 99.5% | 68.7%+30.7pp | 73.3%+26.1pp | 69.9%+29.6pp |
| Annual return | -4.00% | 0.81%-4.8pp | 718.14%-722.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,098 | $2,140+185.0% | $2,800+117.8% | $2,111+188.9% |
| Participant deferral / active EE | $6,390 | $2,746+132.7% | $3,704+72.5% | $3,350+90.8% |
| Admin fee / account holder | $78 | $418-81.3% | $5,113-98.5% | $521-85.0% |