Filed May 10, 2011 (most recent of 5 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $53,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,844 |
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 | $75,628 | $63,442+19.2% | $68,791+9.9% | $66,914+13.0% |
| Participation rate | 94.2% | 60.0%+34.2pp | 69.0%+25.1pp | 69.8%+24.4pp |
| Annual return | -15.39% | -8.29%-7.1pp | -6.38%-9.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,865 | $1,775+61.4% | $2,655+7.9% | $2,544+12.6% |
| Participant deferral / active EE | $5,110 | $2,945+73.5% | $3,941+29.7% | $4,237+20.6% |
| Admin fee / account holder | $370 | $577-36.0% | $4,932-92.5% | $593-37.7% |