Filed April 20, 2026 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $569,835 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,069 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,125 | $104,281-20.3% | $140,016-40.6% | $68,904+20.6% |
| Participation rate | 99.2% | 89.1%+10.1pp | 87.5%+11.7pp | 74.1%+25.1pp |
| Annual return | -4.65% | -1.33%-3.3pp | 651.12%-655.8pp | 1.07%-5.7pp |
| Employer contribution / active EE | $5,381 | $4,070+32.2% | $5,606-4.0% | $2,540+111.8% |
| Participant deferral / active EE | $4,764 | $6,129-22.3% | $6,927-31.2% | $4,015+18.6% |
| Admin fee / account holder | $75 | $79-5.3% | $10,705-99.3% | $71+4.5% |