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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,545 |
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) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,454 |
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 | $48,074 | $79,171-39.3% | $102,423-53.1% | $74,495-35.5% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 9.92% | 54.93%-45.0pp | 29.32%-19.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,012 | $2,362-57.1% | $3,023-66.5% | $2,623-61.4% |
| Participant deferral / active EE | $3,210 | $4,415-27.3% | $5,053-36.5% | $4,346-26.1% |
| Admin fee / account holder | $229 | $2,001-88.6% | $9,451-97.6% | $1,942-88.2% |