Filed March 25, 2015 (most recent of 3 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 | $23,506 |
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) | $23,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,080 | $64,480+53.7% | $81,382+21.7% | $80,856+22.5% |
| Participation rate | 64.6% | 63.9%+0.7pp | 69.5%-4.9pp | 67.6%-3.1pp |
| Annual return | 10.87% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,521 | $1,978-23.1% | $2,463-38.2% | $2,755-44.8% |
| Participant deferral / active EE | $3,780 | $3,094+22.2% | $3,883-2.7% | $4,296-12.0% |
| Admin fee / account holder | $299 | $5,671-94.7% | $5,768-94.8% | $6,918-95.7% |