Filed June 8, 2009
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $339,618 |
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) | $147,070 |
RSM US LLP5 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $34,650 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,042 | $122,186-1.8% | $146,958-18.3% | $199,593-39.9% |
| Participation rate | 77.3% | 78.3%-1.0pp | 82.2%-4.9pp | 72.0%+5.3pp |
| Annual return | 16.60% | 30.56%-14.0pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,457 | $4,093-64.4% | $4,933-70.5% | $3,034-52.0% |
| Participant deferral / active EE | $8,896 | $8,502+4.6% | $8,070+10.2% | $5,087+74.9% |
| Admin fee / account holder | $181 | $179+1.4% | $12,998-98.6% | $269-32.6% |