Filed December 11, 2001 (most recent of 2 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $130,867 |
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) | $22,413 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,932 | $130,141-68.5% | $86,677-52.8% | $77,904-47.5% |
| Participation rate | 85.4% | 85.9%-0.6pp | 76.6%+8.8pp | 73.7%+11.7pp |
| Annual return | -16.86% | -12.75%-4.1pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,569 | $3,220-20.2% | $2,836-9.4% | $2,848-9.8% |
| Participant deferral / active EE | $2,393 | $5,757-58.4% | $4,656-48.6% | $4,806-50.2% |
| Admin fee / account holder | $136 | $132+2.9% | $7,493-98.2% | $133+2.3% |