Filed May 5, 2005
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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $68,281 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,725 | $88,083+95.0% | $164,813+4.2% | $74,495+130.5% |
| Participation rate | 95.0% | 73.0%+21.9pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 13.85% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,703 | $2,593+42.8% | $4,341-14.7% | $2,623+41.2% |
| Participant deferral / active EE | $10,292 | $4,498+128.8% | $6,031+70.6% | $4,346+136.8% |
| Admin fee / account holder | $634 | $2,234-71.6% | $12,690-95.0% | $1,942-67.3% |