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 8-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) | $85,511 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,250 | $79,171+173.1% | $102,423+111.1% | $74,495+190.3% |
| Participation rate | 83.9% | 74.8%+9.1pp | 76.5%+7.4pp | 67.2%+16.7pp |
| Annual return | 14.73% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,107 | $2,362-10.8% | $3,023-30.3% | $2,623-19.7% |
| Participant deferral / active EE | $11,104 | $4,415+151.5% | $5,053+119.8% | $4,346+155.5% |
| Admin fee / account holder | $314 | $2,001-84.3% | $9,451-96.7% | $1,942-83.8% |