Filed January 30, 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 15 · EIN 84-0467907 | Recordkeeping | $140,619 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $44,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,139 | $99,078-33.2% | $96,544-31.5% | $74,419-11.1% |
| Participation rate | 96.6% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+25.9pp |
| Annual return | 16.84% | 22.48%-5.6pp | 25.84%-9.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,768 | $2,570-31.2% | $2,965-40.4% | $2,637-33.0% |
| Participant deferral / active EE | $3,001 | $4,933-39.2% | $4,851-38.1% | $4,528-33.7% |
| Admin fee / account holder | $324 | $225+44.2% | $8,252-96.1% | $348-6.9% |