Filed November 6, 2014
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 LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,791 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,426 |
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 | $105,184 | $131,799-20.2% | $200,582-47.6% | $85,563+22.9% |
| Participation rate | 89.0% | 87.9%+1.1pp | 86.9%+2.2pp | 66.0%+23.1pp |
| Annual return | 16.22% | 21.59%-5.4pp | 42.33%-26.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,485 | $4,532-23.1% | $6,419-45.7% | $2,654+31.3% |
| Participant deferral / active EE | $7,872 | $7,702+2.2% | $9,331-15.6% | $4,375+79.9% |
| Admin fee / account holder | $331 | $235+40.9% | $16,305-98.0% | $834-60.3% |