Filed December 28, 2023 (most recent of 2 filings on file)
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 9-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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $36,320 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,793 | $86,897-22.0% | $151,611-55.3% | $64,808+4.6% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.5%+9.2pp | 71.5%+25.2pp |
| Annual return | -15.97% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,643 | $4,010-34.1% | $6,166-57.1% | $2,506+5.5% |
| Participant deferral / active EE | $7,438 | $6,690+11.2% | $8,363-11.1% | $4,310+72.6% |
| Admin fee / account holder | $188 | $153+22.7% | $11,616-98.4% | $1880% |