Filed March 18, 2010
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 |
|---|---|---|
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) | $39,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,339 | $52,208-38.1% | $86,612-62.7% | $74,419-56.5% |
| Participation rate | 77.7% | 66.3%+11.4pp | 71.7%+6.0pp | 70.7%+7.0pp |
| Annual return | 17.97% | 44.46%-26.5pp | 591.07%-573.1pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,475 | $2,282-35.4% | $3,022-51.2% | $2,637-44.1% |
| Participant deferral / active EE | $2,567 | $3,383-24.1% | $4,438-42.1% | $4,528-43.3% |
| Admin fee / account holder | $71 | $319-77.7% | $5,614-98.7% | $348-79.5% |