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 | $88,087+94.9% | $164,866+4.2% | $74,546+130.4% |
| Participation rate | 95.0% | 73.1%+21.9pp | 78.6%+16.4pp | 67.2%+27.7pp |
| Annual return | 13.85% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $3,703 | $2,595+42.7% | $4,343-14.7% | $2,624+41.1% |
| Participant deferral / active EE | $10,292 | $4,499+128.7% | $6,033+70.6% | $4,347+136.7% |
| Admin fee / account holder | $634 | $2,232-71.6% | $12,689-95.0% | $1,944-67.4% |