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 | $172,839 |
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) | $47,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $95,388-100.0% | $125,339-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 82.4%-82.4pp | 73.7%-73.7pp |
| Annual return | -15.69% | 116.19%-131.9pp | 572.05%-587.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $4,016 | $3,666+9.6% | $4,814-16.6% | $2,848+41.0% |
| Participant deferral / active EE | $13,394 | $7,711+73.7% | $7,446+79.9% | $4,806+178.7% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |