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: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $311,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,135 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,355 |
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 | $89,208 | $82,917+7.6% | $103,333-13.7% | $77,643+14.9% |
| Participation rate | 61.1% | 71.6%-10.4pp | 74.5%-13.4pp | 70.6%-9.4pp |
| Annual return | 12.70% | 19.13%-6.4pp | 24.88%-12.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,396 | $3,552-32.5% | $3,868-38.1% | $2,726-12.1% |
| Participant deferral / active EE | $4,334 | $4,108+5.5% | $5,057-14.3% | $4,647-6.7% |
| Admin fee / account holder | $669 | $638+4.8% | $8,355-92.0% | $430+55.3% |