Filed July 6, 1992
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $262,582 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,500 |
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 | $50,740 | $59,339-14.5% | $149,673-66.1% | $103,482-51.0% |
| Participation rate | 91.9% | 70.2%+21.7pp | 78.8%+13.2pp | 73.3%+18.7pp |
| Annual return | 17.72% | 77.78%-60.1pp | 134.42%-116.7pp | 33.11%-15.4pp |
| Employer contribution / active EE | $2,054 | $2,178-5.7% | $4,818-57.4% | $3,208-36.0% |
| Participant deferral / active EE | $4,593 | $3,716+23.6% | $5,680-19.1% | $5,207-11.8% |
| Admin fee / account holder | $45 | $103-56.8% | $13,210-99.7% | $114-61.0% |