Filed October 1, 2015 (most recent of 3 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 |
|---|---|---|
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) | $176,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,610 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,312 |
RSM US LLP4 years Service code 10 30 S WACKER DRIVE, SUITE 3300 · CHICAGO, IL 60604 | Accounting | $13,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,005 | $86,897+43.9% | $151,611-17.5% | $64,808+92.9% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.5%+7.2pp | 71.5%+23.2pp |
| Annual return | -16.02% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.8pp |
| Employer contribution / active EE | $7,771 | $4,010+93.8% | $6,166+26.0% | $2,506+210.1% |
| Participant deferral / active EE | $4,797 | $6,690-28.3% | $8,363-42.6% | $4,310+11.3% |
| Admin fee / account holder | $213 | $153+39.2% | $11,616-98.2% | $188+13.4% |