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 | $54,103 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $10,926 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,480 | $91,407-59.0% | $135,903-72.4% | $71,457-47.5% |
| Participation rate | 79.1% | 75.7%+3.5pp | 81.9%-2.8pp | 67.9%+11.2pp |
| Annual return | 12.91% | 29.90%-17.0pp | 68.23%-55.3pp | 28.85%-15.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,432 | $7,092+33.0% | $7,758+21.6% | $4,289+119.9% |
| Admin fee / account holder | $162 | $1,266-87.2% | $10,762-98.5% | $1,587-89.8% |