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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $185,411 |
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) | $79,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,037 |
Participant 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 | $102,009 | $160,882-36.6% | $200,582-49.1% | $102,872-0.8% |
| Participation rate | 73.9% | 91.2%-17.2pp | 86.9%-12.9pp | 73.0%+0.9pp |
| Annual return | 14.73% | 18.15%-3.4pp | 42.33%-27.6pp | 19.06%-4.3pp |
| Employer contribution / active EE | $3,019 | $5,602-46.1% | $6,419-53.0% | $3,526-14.4% |
| Participant deferral / active EE | $5,019 | $9,300-46.0% | $9,331-46.2% | $5,535-9.3% |
| Admin fee / account holder | $107 | $125-14.4% | $16,305-99.3% | $292-63.4% |