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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $154,869 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,424 | $64,612-23.5% | $86,436-42.8% | $64,808-23.7% |
| Participation rate | 92.6% | 81.5%+11.1pp | 80.3%+12.2pp | 71.5%+21.1pp |
| Annual return | 56.33% | 0.66%+55.7pp | 4394.89%-4338.6pp | 32.82%+23.5pp |
| Employer contribution / active EE | $3,270 | $2,744+19.2% | $3,769-13.2% | $2,506+30.5% |
| Participant deferral / active EE | $8,879 | $7,497+18.4% | $6,952+27.7% | $4,310+106.0% |
| Admin fee / account holder | $233 | $169+37.7% | $6,731-96.5% | $188+24.0% |