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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $203,615 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,380 | $78,275-3.7% | $109,143-30.9% | $86,799-13.2% |
| Participation rate | 56.3% | 73.8%-17.6pp | 75.9%-19.6pp | 72.3%-16.0pp |
| Annual return | 12.94% | 19.14%-6.2pp | 25.75%-12.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,926 | $3,105-38.0% | $3,722-48.3% | $2,405-19.9% |
| Participant deferral / active EE | $3,252 | $3,641-10.7% | $4,653-30.1% | $4,131-21.3% |
| Admin fee / account holder | $534 | $198+169.1% | $6,752-92.1% | $170+215.0% |