Filed January 25, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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) | $57,586 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,523 | $102,553-7.8% | $151,611-37.7% | $66,914+41.3% |
| Participation rate | 96.5% | 85.5%+11.0pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -15.70% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,459 | $4,180-41.2% | $6,166-60.1% | $2,544-3.3% |
| Participant deferral / active EE | $5,149 | $6,641-22.5% | $8,363-38.4% | $4,237+21.5% |
| Admin fee / account holder | $485 | $630-22.9% | $11,616-95.8% | $593-18.2% |