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 LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,287 |
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 | $99,686 | $54,517+82.9% | $75,972+31.2% | $74,495+33.8% |
| Participation rate | 97.2% | 60.3%+36.9pp | 69.1%+28.1pp | 67.2%+30.0pp |
| Annual return | 16.75% | 31.82%-15.1pp | 359.55%-342.8pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,634 | $1,777+104.5% | $2,685+35.3% | $2,623+38.5% |
| Participant deferral / active EE | $6,344 | $3,066+106.9% | $4,255+49.1% | $4,346+46.0% |
| Admin fee / account holder | $393 | $2,229-82.4% | $6,467-93.9% | $1,942-79.8% |