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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,933 |
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) | $7,666 |
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 | $56,045 | $104,631-46.4% | $98,439-43.1% | $80,160-30.1% |
| Participation rate | 92.3% | 87.5%+4.7pp | 75.2%+17.1pp | 72.9%+19.4pp |
| Annual return | 16.57% | 34.72%-18.2pp | 21.16%-4.6pp | 40.38%-23.8pp |
| Employer contribution / active EE | -$0 | $4,517-100.0% | $3,048-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,407 | $6,545-17.4% | $4,738+14.1% | $5,017+7.8% |
| Admin fee / account holder | $91 | $105-13.4% | $8,948-99.0% | $145-37.4% |