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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $200,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,965 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,110 | $106,236-39.7% | $112,228-42.9% | $64,808-1.1% |
| Participation rate | 58.6% | 71.7%-13.0pp | 75.1%-16.4pp | 71.5%-12.8pp |
| Annual return | -20.07% | -6.02%-14.0pp | 27.45%-47.5pp | 32.82%-52.9pp |
| Employer contribution / active EE | $2,152 | $3,166-32.0% | $3,635-40.8% | $2,506-14.1% |
| Participant deferral / active EE | $3,742 | $3,785-1.1% | $4,728-20.9% | $4,310-13.2% |
| Admin fee / account holder | $524 | $452+16.0% | $6,410-91.8% | $188+178.9% |