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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $112,068 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $88,188 |
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) | $6,317 |
Employer contribution per participant 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 | $54,427 | $112,623-51.7% | $106,213-48.8% | $199,593-72.7% |
| Participation rate | 93.1% | 86.2%+6.8pp | 75.3%+17.8pp | 72.0%+21.1pp |
| Annual return | 12.41% | 15.57%-3.2pp | 116.14%-103.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | -$0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,040 | $6,659-24.3% | $5,016+0.5% | $5,087-0.9% |
| Admin fee / account holder | $86 | $107-19.6% | $11,033-99.2% | $269-68.0% |