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 LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 THE CAPTRUST TOWER AT NORTH HILLS · RALEIGH, NC 27609 | Advisory (Plan) | $90,439 |
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $26,695 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $7,472 |
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 | $42,359 | $66,601-36.4% | $92,893-54.4% | $67,579-37.3% |
| Participation rate | 52.4% | 72.5%-20.1pp | 76.0%-23.6pp | 71.3%-18.9pp |
| Annual return | 25.51% | 92.58%-67.1pp | 109.41%-83.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $1,572 | $2,775-43.4% | $3,653-57.0% | $2,148-26.8% |
| Participant deferral / active EE | $2,553 | $3,157-19.1% | $4,236-39.7% | $3,539-27.9% |
| Admin fee / account holder | $223 | $199+12.3% | $5,794-96.1% | $142+56.9% |