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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $48,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,652 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,696 | $132,049-10.9% | $200,582-41.3% | $74,304+58.4% |
| Participation rate | 96.1% | 84.1%+12.0pp | 86.9%+9.2pp | 60.3%+35.8pp |
| Annual return | 13.52% | 22.22%-8.7pp | 42.33%-28.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $5,193 | $4,558+13.9% | $6,419-19.1% | $2,241+131.7% |
| Participant deferral / active EE | $6,533 | $7,213-9.4% | $9,331-30.0% | $3,767+73.4% |
| Admin fee / account holder | $315 | $2,405-86.9% | $16,305-98.1% | $2,969-89.4% |