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 · EIN 84-0467907 | Recordkeeping | $140,597 |
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) | $22,861 |
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 | $46,765 | $104,697-55.3% | $96,544-51.6% | $80,160-41.7% |
| Participation rate | 88.1% | 86.4%+1.8pp | 76.0%+12.2pp | 72.9%+15.2pp |
| Annual return | 19.17% | 21.78%-2.6pp | 25.84%-6.7pp | 40.38%-21.2pp |
| Employer contribution / active EE | $2,728 | $3,536-22.8% | $2,965-8.0% | $2,978-8.4% |
| Participant deferral / active EE | $2,558 | $6,188-58.7% | $4,851-47.3% | $5,017-49.0% |
| Admin fee / account holder | $89 | $107-16.4% | $8,252-98.9% | $145-38.5% |