Filed November 3, 1994
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 | $115,631 |
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) | $12,180 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,921 | $61,058+265.1% | $71,209+213.1% | $85,563+160.5% |
| Participation rate | 93.0% | 58.6%+34.4pp | 73.8%+19.2pp | 66.0%+27.0pp |
| Annual return | 12.57% | 100.41%-87.8pp | 282.51%-269.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $970 | $2,199-55.9% | $2,721-64.4% | $2,654-63.5% |
| Participant deferral / active EE | $13,215 | $3,173+316.5% | $4,175+216.5% | $4,375+202.0% |
| Admin fee / account holder | $216 | $855-74.8% | $5,349-96.0% | $834-74.2% |