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 Service code 15 · EIN 84-0467907 | Recordkeeping | $114,469 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,645 |
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 | $241,499 | $72,994+230.8% | $120,354+100.7% | $77,643+211.0% |
| Participation rate | 92.2% | 55.2%+37.0pp | 71.9%+20.3pp | 70.6%+21.7pp |
| Annual return | 14.79% | 18.23%-3.4pp | 107.15%-92.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $9,905 | $1,793+452.4% | $3,463+186.1% | $2,726+263.4% |
| Participant deferral / active EE | $11,930 | $3,011+296.3% | $4,991+139.0% | $4,647+156.7% |
| Admin fee / account holder | $183 | $658-72.2% | $9,423-98.1% | $430-57.6% |