Filed August 6, 2021
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 LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $28,071 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $15,591 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $48,577 | $47,722+1.8% | $82,719-41.3% | $64,808-25.0% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.89% | -13.05%-1.8pp | 701.18%-716.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,235 | $2,179+2.6% | $3,009-25.7% | $2,506-10.8% |
| Participant deferral / active EE | $5,672 | $3,329+70.3% | $4,395+29.0% | $4,310+31.6% |
| Admin fee / account holder | $37 | $143-74.0% | $5,329-99.3% | $188-80.2% |