Filed November 4, 2016
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $65,739 |
WARREN AVERETT, LLC1 year Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $25,000 |
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) | $5,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,708 | $101,317-49.0% | $146,958-64.8% | $74,495-30.6% |
| Participation rate | 82.6% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.4pp |
| Annual return | 33.30% | 8730.91%-8697.6pp | 418.34%-385.0pp | 1364.94%-1331.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,063 | $7,303+37.8% | $8,070+24.7% | $4,346+131.6% |
| Admin fee / account holder | $226 | $1,739-87.0% | $12,998-98.3% | $1,942-88.4% |