Filed February 12, 2018
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,598 |
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) | $54,069 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,909 |
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 | $24,474 | $44,626-45.2% | $86,188-71.6% | $80,160-69.5% |
| Participation rate | 89.1% | 63.5%+25.5pp | 69.0%+20.1pp | 72.9%+16.1pp |
| Annual return | 49.68% | 19.61%+30.1pp | 1168.45%-1118.8pp | 40.38%+9.3pp |
| Employer contribution / active EE | $921 | $1,099-16.1% | $2,380-61.3% | $2,978-69.1% |
| Participant deferral / active EE | $3,408 | $2,769+23.1% | $3,985-14.5% | $5,017-32.1% |
| Admin fee / account holder | $95 | $133-28.6% | $6,852-98.6% | $145-34.4% |