Filed October 18, 2004
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 | $74,122 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Investment Management | $55,000 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,829 | $81,908+107.3% | $90,749+87.1% | $64,808+162.0% |
| Participation rate | 88.8% | 80.5%+8.4pp | 75.7%+13.1pp | 71.5%+17.4pp |
| Annual return | -16.40% | -12.53%-3.9pp | -12.16%-4.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $6,123 | $3,065+99.8% | $2,921+109.6% | $2,506+144.4% |
| Participant deferral / active EE | $8,967 | $4,840+85.3% | $4,564+96.5% | $4,310+108.0% |
| Admin fee / account holder | $209 | $157+32.8% | $8,445-97.5% | $188+11.1% |