Filed December 13, 2000
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 15 · EIN 84-0467907 | Recordkeeping | $337,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $97,843 |
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) | $22,929 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 3850 N ALVIN STREET · APPLETON, WI 54913 | Accounting | $19,200 |
Service code 29 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Legal | $5,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,463 | $112,623+4.3% | $106,213+10.6% | $199,593-41.1% |
| Participation rate | 97.4% | 86.2%+11.1pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 13.40% | 15.57%-2.2pp | 116.14%-102.7pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,703 | $4,575+24.6% | $3,171+79.8% | $3,034+87.9% |
| Participant deferral / active EE | $6,010 | $6,659-9.7% | $5,016+19.8% | $5,087+18.2% |
| Admin fee / account holder | $88 | $107-17.4% | $11,033-99.2% | $269-67.1% |