See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $97,349 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,738 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
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 | $49,480 | $78,781-37.2% | $100,516-50.8% | $73,409-32.6% |
| Participation rate | 95.4% | 80.0%+15.3pp | 79.4%+16.0pp | 72.2%+23.2pp |
| Annual return | 18.40% | 31.69%-13.3pp | 30.89%-12.5pp | 59.29%-40.9pp |
| Employer contribution / active EE | $2,022 | $2,420-16.4% | $3,418-40.8% | $2,234-9.5% |
| Participant deferral / active EE | $6,556 | $6,537+0.3% | $6,270+4.6% | $3,805+72.3% |
| Admin fee / account holder | $276 | $145+90.2% | $8,081-96.6% | $158+75.1% |