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 LLC8 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $71,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,005 |
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 | $128,836 | $132,049-2.4% | $200,582-35.8% | $74,304+73.4% |
| Participation rate | 73.5% | 84.1%-10.6pp | 86.9%-13.4pp | 60.3%+13.1pp |
| Annual return | 14.69% | 22.22%-7.5pp | 42.33%-27.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,258 | $4,558-50.5% | $6,419-64.8% | $2,241+0.8% |
| Participant deferral / active EE | $4,312 | $7,213-40.2% | $9,331-53.8% | $3,767+14.5% |
| Admin fee / account holder | $523 | $2,405-78.3% | $16,305-96.8% | $2,969-82.4% |