Filed February 17, 2025 (most recent of 2 filings on file)
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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $72,902 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,097 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,796 | $65,118-11.2% | $76,768-24.7% | $55,725+3.7% |
| Participation rate | 84.7% | 79.6%+5.0pp | 77.0%+7.7pp | 70.9%+13.8pp |
| Annual return | -4.30% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $572 | $1,941-70.5% | $2,485-77.0% | $2,078-72.5% |
| Participant deferral / active EE | $1,679 | $3,688-54.5% | $3,852-56.4% | $3,356-50.0% |
| Admin fee / account holder | $166 | $116+43.3% | $6,675-97.5% | $115+44.2% |