Filed May 15, 1995
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $39,874 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,713 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,319 | $130,194-28.3% | $169,993-45.1% | $71,457+30.6% |
| Participation rate | 96.9% | 86.1%+10.7pp | 87.0%+9.9pp | 67.9%+29.0pp |
| Annual return | 16.64% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,978 | $4,381-32.0% | $6,785-56.1% | $2,588+15.1% |
| Participant deferral / active EE | $7,910 | $6,923+14.3% | $10,408-24.0% | $4,289+84.4% |
| Admin fee / account holder | $67 | $966-93.0% | $12,815-99.5% | $1,587-95.8% |