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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $146,888 |
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) | $96,220 |
Service code 10 3421 RIDGEWOOD RD STE 300 · AKRON, OH 44333 | Accounting | $18,300 |
DEFINITI LLC2 years Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $1,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,068 | $110,299-34.7% | $102,423-29.6% | $199,593-63.9% |
| Participation rate | 92.4% | 86.3%+6.1pp | 76.5%+15.9pp | 72.0%+20.4pp |
| Annual return | 13.60% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,653 | $3,603-54.1% | $3,023-45.3% | $3,034-45.5% |
| Participant deferral / active EE | $4,810 | $6,376-24.6% | $5,053-4.8% | $5,087-5.4% |
| Admin fee / account holder | $198 | $122+61.8% | $9,451-97.9% | $269-26.4% |