Filed September 25, 1992
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,242 | $76,050-31.3% | $96,544-45.9% | $71,457-26.9% |
| Participation rate | 95.4% | 74.4%+21.0pp | 76.0%+19.4pp | 67.9%+27.5pp |
| Annual return | 7.58% | 22.81%-15.2pp | 25.84%-18.3pp | 28.85%-21.3pp |
| Employer contribution / active EE | $875 | $2,244-61.0% | $2,965-70.5% | $2,588-66.2% |
| Participant deferral / active EE | $2,977 | $4,215-29.4% | $4,851-38.6% | $4,289-30.6% |
| Admin fee / account holder | $238 | $2,707-91.2% | $8,252-97.1% | $1,587-85.0% |