Filed October 18, 2004
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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 50 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Direct Payment | $50,625 |
Filed as: EMPOWER LIFE & ANNUIRY INSURANCE Service code 50 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,194 | $91,762-3.9% | $67,502+30.7% | $77,643+13.6% |
| Participation rate | 73.6% | 75.9%-2.3pp | 72.9%+0.8pp | 70.6%+3.1pp |
| Annual return | 11.88% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.4pp |
| Employer contribution / active EE | $5,121 | $3,181+61.0% | $2,731+87.5% | $2,726+87.9% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $37 | $176-79.1% | $3,998-99.1% | $430-91.4% |