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: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $231,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,108 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $78,621 | $92,971-15.4% | $96,683-18.7% | $74,419+5.6% |
| Participation rate | 59.6% | 71.5%-11.9pp | 74.3%-14.7pp | 70.7%-11.1pp |
| Annual return | 39.71% | 37.49%+2.2pp | 35.69%+4.0pp | 34.38%+5.3pp |
| Employer contribution / active EE | $2,118 | $3,426-38.2% | $3,737-43.3% | $2,637-19.7% |
| Participant deferral / active EE | $3,770 | $3,970-5.0% | $4,878-22.7% | $4,528-16.7% |
| Admin fee / account holder | $492 | $633-22.3% | $6,730-92.7% | $348+41.4% |