Filed September 3, 2013 (most recent of 4 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 | $5,556 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,239 | $50,815-34.6% | $155,509-78.6% | $77,643-57.2% |
| Participation rate | 84.4% | 63.1%+21.3pp | 78.2%+6.2pp | 70.6%+13.8pp |
| Annual return | 12.70% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $996 | $1,993-50.0% | $4,672-78.7% | $2,726-63.5% |
| Participant deferral / active EE | $2,595 | $2,822-8.1% | $5,626-53.9% | $4,647-44.2% |
| Admin fee / account holder | $25 | $437-94.2% | $15,912-99.8% | $430-94.1% |