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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $48,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,345 | $65,908-47.9% | $81,812-58.0% | $77,643-55.8% |
| Participation rate | 86.5% | 65.8%+20.7pp | 72.3%+14.1pp | 70.6%+15.9pp |
| Annual return | 13.94% | 26.64%-12.7pp | 773.79%-759.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,668 | $2,370-29.6% | $2,912-42.7% | $2,726-38.8% |
| Participant deferral / active EE | $2,852 | $3,505-18.6% | $4,319-34.0% | $4,647-38.6% |
| Admin fee / account holder | $78 | $526-85.1% | $7,386-98.9% | $430-81.8% |