Filed June 1, 2006 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $435,932 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $87,418 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 06-1050034 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $45,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,702 | $148,970-17.6% | $136,007-9.8% | $199,593-38.5% |
| Participation rate | 84.8% | 79.4%+5.5pp | 76.5%+8.4pp | 72.0%+12.9pp |
| Annual return | 11.92% | 27.07%-15.1pp | 579.32%-567.4pp | 34.25%-22.3pp |
| Employer contribution / active EE | $5,042 | $3,561+41.6% | $4,217+19.6% | $3,034+66.2% |
| Participant deferral / active EE | $5,729 | $6,140-6.7% | $7,025-18.4% | $5,087+12.6% |
| Admin fee / account holder | $172 | $144+19.7% | $6,858-97.5% | $269-35.9% |