Filed April 18, 2014 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $182,890 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $96,730 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAG, CO 80111 | Investment Management | $19,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,082 | $122,693-24.1% | $184,203-49.5% | $199,593-53.4% |
| Participation rate | 69.2% | 86.8%-17.6pp | 86.8%-17.6pp | 72.0%-2.7pp |
| Annual return | 11.63% | 143.91%-132.3pp | 28.81%-17.2pp | 34.25%-22.6pp |
| Employer contribution / active EE | $2,822 | $4,584-38.5% | $6,427-56.1% | $3,034-7.0% |
| Participant deferral / active EE | $4,748 | $7,990-40.6% | $9,131-48.0% | $5,087-6.7% |
| Admin fee / account holder | $112 | $121-7.2% | $13,901-99.2% | $269-58.4% |