Filed October 26, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $591,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $126,915 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,450 | $160,882+103.5% | $200,582+63.2% | $102,872+218.3% |
| Participation rate | 99.1% | 91.2%+8.0pp | 86.9%+12.3pp | 73.0%+26.1pp |
| Annual return | 17.10% | 18.15%-1.1pp | 42.33%-25.2pp | 19.06%-2.0pp |
| Employer contribution / active EE | $13,000 | $5,602+132.1% | $6,419+102.5% | $3,526+268.7% |
| Participant deferral / active EE | $12,027 | $9,300+29.3% | $9,331+28.9% | $5,535+117.3% |
| Admin fee / account holder | $118 | $125-5.6% | $16,305-99.3% | $292-59.7% |