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 LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,581 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,918 | $79,519-9.6% | $95,952-25.0% | $73,409-2.0% |
| Participation rate | 85.3% | 81.2%+4.1pp | 77.1%+8.2pp | 72.2%+13.1pp |
| Annual return | 13.81% | 19.20%-5.4pp | 91.61%-77.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $665 | $2,048-67.5% | $2,541-73.8% | $2,234-70.2% |
| Participant deferral / active EE | $1,915 | $4,138-53.7% | $4,167-54.0% | $3,805-49.7% |
| Admin fee / account holder | $176 | $184-4.8% | $6,795-97.4% | $158+11.2% |