Filed January 6, 2003
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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $83,508 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,858 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,357 | $57,739+259.1% | $112,229+84.8% | $74,419+178.6% |
| Participation rate | 90.5% | 55.6%+34.9pp | 72.4%+18.0pp | 70.7%+19.7pp |
| Annual return | 18.08% | 19.52%-1.4pp | 30.20%-12.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $9,282 | $1,675+454.2% | $3,430+170.6% | $2,637+251.9% |
| Participant deferral / active EE | $11,104 | $2,891+284.0% | $4,798+131.4% | $4,528+145.2% |
| Admin fee / account holder | $106 | $462-77.1% | $7,748-98.6% | $348-69.6% |