Filed December 30, 2011 (most recent of 3 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,920 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $93,417 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $63,641 |
Service code 10 3421 RIDGEWOOD RD STE 300 · AKRON, OH 44333 | Accounting | $16,000 |
Employer contribution per participant 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 | $56,998 | $104,697-45.6% | $96,544-41.0% | $80,160-28.9% |
| Participation rate | 93.4% | 86.4%+7.1pp | 76.0%+17.5pp | 72.9%+20.5pp |
| Annual return | 18.14% | 21.78%-3.6pp | 25.84%-7.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,239 | $3,536-65.0% | $2,965-58.2% | $2,978-58.4% |
| Participant deferral / active EE | $4,557 | $6,188-26.4% | $4,851-6.1% | $5,017-9.2% |
| Admin fee / account holder | $179 | $107+67.9% | $8,252-97.8% | $145+23.7% |