Filed July 20, 1
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $107,967 |
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) | $52,065 |
EISNERAMPER LLP3 years Filed as: EISNER ADVISORY GROUP LLC Service code 10 733 THIRD AVE · NEW YORK, NY 10017 | Accounting | $51,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,576 | $89,436+154.5% | $164,813+38.1% | $77,643+193.1% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.5pp |
| Annual return | 14.91% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,266 | $2,569+105.0% | $4,341+21.3% | $2,726+93.2% |
| Participant deferral / active EE | $9,601 | $4,897+96.1% | $6,031+59.2% | $4,647+106.6% |
| Admin fee / account holder | $181 | $339-46.6% | $12,690-98.6% | $430-57.9% |