Filed December 18, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,368 |
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) | $98,373 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $31,460 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $192,943 | $113,293+70.3% | $67,511+185.8% | $199,768-3.4% |
| Participation rate | 97.8% | 73.3%+24.5pp | 72.9%+24.9pp | 72.0%+25.8pp |
| Annual return | 13.44% | 15.88%-2.4pp | 3517.41%-3504.0pp | 34.26%-20.8pp |
| Employer contribution / active EE | $7,415 | $3,401+118.0% | $2,733+171.4% | $3,037+144.2% |
| Participant deferral / active EE | $7,905 | $4,159+90.1% | $4,000+97.6% | $5,090+55.3% |
| Admin fee / account holder | $270 | $103+163.1% | $3,999-93.3% | $269+0.3% |