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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $260,244 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH NC, NC 27609 | Advisory (Plan) | $63,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $75 |
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 | $58,155 | $67,679-14.1% | $155,509-62.6% | $99,062-41.3% |
| Participation rate | 92.0% | 67.2%+24.8pp | 78.2%+13.8pp | 71.6%+20.4pp |
| Annual return | 14.33% | 16.16%-1.8pp | 64.67%-50.3pp | 17.66%-3.3pp |
| Employer contribution / active EE | $2,093 | $2,268-7.7% | $4,672-55.2% | $3,262-35.8% |
| Participant deferral / active EE | $4,646 | $3,828+21.4% | $5,626-17.4% | $5,331-12.9% |
| Admin fee / account holder | $43 | $94-53.7% | $15,912-99.7% | $109-60.2% |