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 LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 THE CAPTRUST TOWER AT NORTH HILLS · RALEIGH, NC 27609 | Advisory (Plan) | $104,463 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $19,431 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $6,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,658 | $56,443-38.6% | $83,848-58.7% | $55,725-37.8% |
| Participation rate | 60.4% | 72.0%-11.6pp | 76.1%-15.7pp | 70.9%-10.4pp |
| Annual return | -6.26% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,705 | $2,682-36.4% | $3,631-53.1% | $2,078-18.0% |
| Participant deferral / active EE | $2,615 | $2,965-11.8% | $4,082-35.9% | $3,356-22.1% |
| Admin fee / account holder | $266 | $156+70.5% | $5,478-95.1% | $115+131.2% |