Filed December 23, 2009 (most recent of 3 filings on file)
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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $112,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $104,967 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $99,380 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,964 | $65,435+57.4% | $86,677+18.8% | $66,914+53.9% |
| Participation rate | 89.6% | 75.5%+14.2pp | 76.6%+13.1pp | 69.8%+19.8pp |
| Annual return | -16.17% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,967 | $2,153+177.1% | $2,836+110.4% | $2,544+134.5% |
| Participant deferral / active EE | $11,885 | $4,100+189.8% | $4,656+155.3% | $4,237+180.5% |
| Admin fee / account holder | $191 | $642-70.2% | $7,493-97.4% | $593-67.8% |