Filed March 30, 2026 (most recent of 4 filings on file)
Total covered: 25 employees
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 LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 THE CAPTRUST TOWER AT NORTH HILLS · RALEIGH, NC 27609 | Advisory (Plan) | $80,359 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $15,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,018 | $55,516-49.5% | $75,781-63.0% | $59,188-52.7% |
| Participation rate | 28.5% | 73.6%-45.1pp | 75.8%-47.3pp | 69.4%-40.9pp |
| Annual return | 3.68% | -1.89%+5.6pp | 9.68%-6.0pp | 5.51%-1.8pp |
| Employer contribution / active EE | $711 | $2,604-72.7% | $3,323-78.6% | $2,098-66.1% |
| Participant deferral / active EE | $1,089 | $2,599-58.1% | $3,651-70.2% | $3,265-66.6% |
| Admin fee / account holder | $267 | $110+142.4% | $5,299-95.0% | $92+189.1% |