Filed March 18, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $6,473 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,497 | $58,290-71.7% | $98,442-83.2% | $86,799-81.0% |
| Participation rate | 63.9% | 68.3%-4.4pp | 73.3%-9.4pp | 72.3%-8.3pp |
| Annual return | 13.17% | 43.48%-30.3pp | 1492.73%-1479.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $251 | $2,008-87.5% | $2,960-91.5% | $2,405-89.6% |
| Participant deferral / active EE | $1,534 | $3,152-51.3% | $4,276-64.1% | $4,131-62.9% |
| Admin fee / account holder | $38 | $138-72.5% | $5,949-99.4% | $170-77.7% |