Filed May 18, 2016
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $376,181 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $270,747 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPPFINANCIAL (CAPTRUST) Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $114,088 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 52-1885118 | Accounting | $42,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,287 | $53,136+51.1% | $155,509-48.4% | $199,593-59.8% |
| Participation rate | 74.1% | 64.1%+10.0pp | 78.2%-4.1pp | 72.0%+2.1pp |
| Annual return | 12.59% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,702 | $1,851-8.0% | $4,672-63.6% | $3,034-43.9% |
| Participant deferral / active EE | $4,754 | $3,161+50.4% | $5,626-15.5% | $5,087-6.6% |
| Admin fee / account holder | $195 | $185+5.0% | $15,912-98.8% | $269-27.6% |