Filed November 9, 2005 (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 ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $878,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $352,102 |
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) | $78,833 |
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 | $142,725 | $136,310+4.7% | $98,439+45.0% | $103,482+37.9% |
| Participation rate | 97.2% | 89.2%+8.0pp | 75.2%+22.1pp | 73.3%+23.9pp |
| Annual return | 15.26% | 19.67%-4.4pp | 21.16%-5.9pp | 33.11%-17.9pp |
| Employer contribution / active EE | $4,740 | $4,714+0.6% | $3,048+55.5% | $3,208+47.8% |
| Participant deferral / active EE | $6,945 | $7,358-5.6% | $4,738+46.6% | $5,207+33.4% |
| Admin fee / account holder | $161 | $76+111.4% | $8,948-98.2% | $114+40.9% |