Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $322,443 |
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) | $60,846 |
BONADIO & CO., LLP10+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $19,500 |
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 | $191,583 | $76,173+151.5% | $81,382+135.4% | $199,593-4.0% |
| Participation rate | 97.0% | 76.3%+20.8pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 14.85% | 15.59%-0.7pp | 24.73%-9.9pp | 34.25%-19.4pp |
| Employer contribution / active EE | $6,762 | $2,792+142.2% | $2,463+174.6% | $3,034+122.8% |
| Participant deferral / active EE | $10,011 | $4,201+138.3% | $3,883+157.8% | $5,087+96.8% |
| Admin fee / account holder | $69 | $146-53.0% | $5,768-98.8% | $269-74.5% |