Filed December 4, 2013
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $152,403 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $144,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,551 |
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 | $103,825 | $76,173+36.3% | $81,438+27.5% | $199,768-48.0% |
| Participation rate | 98.9% | 76.3%+22.6pp | 69.5%+29.3pp | 72.0%+26.8pp |
| Annual return | 14.38% | 15.59%-1.2pp | 24.74%-10.4pp | 34.26%-19.9pp |
| Employer contribution / active EE | $3,912 | $2,792+40.1% | $2,460+59.0% | $3,037+28.8% |
| Participant deferral / active EE | $8,719 | $4,201+107.5% | $3,883+124.5% | $5,090+71.3% |
| Admin fee / account holder | $222 | $146+51.8% | $5,764-96.2% | $269-17.6% |