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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,121 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,089 |
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 | $121,088 | $122,239-0.9% | $184,203-34.3% | $74,495+62.5% |
| Participation rate | 92.6% | 85.5%+7.1pp | 86.8%+5.8pp | 67.2%+25.4pp |
| Annual return | 14.39% | 19.95%-5.6pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,650 | $4,537-41.6% | $6,427-58.8% | $2,623+1.0% |
| Participant deferral / active EE | $5,474 | $7,139-23.3% | $9,131-40.0% | $4,346+26.0% |
| Admin fee / account holder | $523 | $1,260-58.4% | $13,901-96.2% | $1,942-73.0% |