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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $53,309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,611 |
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 | $84,724 | $51,045+66.0% | $70,515+20.2% | $71,457+18.6% |
| Participation rate | 98.7% | 59.4%+39.3pp | 68.3%+30.4pp | 67.9%+30.8pp |
| Annual return | 18.30% | 42.63%-24.3pp | 32.77%-14.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,150 | $1,790+75.9% | $2,973+5.9% | $2,588+21.7% |
| Participant deferral / active EE | $5,420 | $3,026+79.1% | $4,567+18.7% | $4,289+26.4% |
| Admin fee / account holder | $333 | $1,994-83.3% | $6,412-94.8% | $1,587-79.0% |