Filed April 8, 2013
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $72,598 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,240 | $47,126+8.7% | $149,673-65.8% | $74,419-31.1% |
| Participation rate | 72.3% | 63.4%+8.9pp | 78.8%-6.5pp | 70.7%+1.5pp |
| Annual return | 12.39% | 22.75%-10.4pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $2,703 | $1,905+41.8% | $4,818-43.9% | $2,637+2.5% |
| Participant deferral / active EE | $2,333 | $2,728-14.5% | $5,680-58.9% | $4,528-48.5% |
| Admin fee / account holder | $453 | $343+32.1% | $13,210-96.6% | $348+30.1% |