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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $58,173 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,015 |
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 | $110,276 | $130,194-15.3% | $169,993-35.1% | $71,457+54.3% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.0%+8.9pp | 67.9%+28.0pp |
| Annual return | 16.63% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,549 | $4,381-41.8% | $6,785-62.4% | $2,588-1.5% |
| Participant deferral / active EE | $5,345 | $6,923-22.8% | $10,408-48.6% | $4,289+24.6% |
| Admin fee / account holder | $463 | $966-52.0% | $12,815-96.4% | $1,587-70.8% |