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: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 27-6095734 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Management | $6,827 |
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 | $90,290 | $74,706+20.9% | $75,696+19.3% | $79,386+13.7% |
| Participation rate | 98.3% | 75.3%+23.0pp | 74.8%+23.5pp | 70.7%+27.6pp |
| Annual return | 26.52% | 18.52%+8.0pp | 104.53%-78.0pp | 116.85%-90.3pp |
| Employer contribution / active EE | $4,243 | $2,590+63.8% | $2,743+54.7% | $2,427+74.8% |
| Participant deferral / active EE | $6,667 | $3,533+88.7% | $3,821+74.5% | $4,046+64.8% |
| Admin fee / account holder | $27 | $374-92.8% | $3,619-99.3% | $626-95.7% |