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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,611 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $12,761 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,127 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,329 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,385 | $54,701+10.4% | $86,188-29.9% | $71,457-15.5% |
| Participation rate | 85.7% | 60.1%+25.6pp | 69.0%+16.8pp | 67.9%+17.8pp |
| Annual return | 15.97% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,720 | $1,265+35.9% | $2,380-27.7% | $2,588-33.5% |
| Participant deferral / active EE | $4,061 | $3,108+30.7% | $3,985+1.9% | $4,289-5.3% |
| Admin fee / account holder | $190 | $1,922-90.1% | $6,852-97.2% | $1,587-88.0% |