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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $180,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,713 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,893 |
RSM US LLP5 years Service code 10 30 S WACKER DRIVE, SUITE 3300 · CHICAGO, IL 60604 | Accounting | $15,815 |
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 | $129,553 | $100,227+29.3% | $169,993-23.8% | $74,419+74.1% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.0%+10.0pp | 70.7%+26.3pp |
| Annual return | 18.84% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $7,733 | $4,263+81.4% | $6,785+14.0% | $2,637+193.2% |
| Participant deferral / active EE | $4,778 | $7,143-33.1% | $10,408-54.1% | $4,528+5.5% |
| Admin fee / account holder | $210 | $234-10.4% | $12,815-98.4% | $348-39.6% |