Filed November 9, 2005 (most recent of 2 filings on file)
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 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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $40,742 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $3,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,909 | $84,784+66.2% | $98,439+43.1% | $74,419+89.3% |
| Participation rate | 97.4% | 81.5%+15.8pp | 75.2%+22.2pp | 70.7%+26.6pp |
| Annual return | 16.25% | 20.59%-4.3pp | 21.16%-4.9pp | 34.38%-18.1pp |
| Employer contribution / active EE | $4,765 | $3,364+41.6% | $3,048+56.3% | $2,637+80.7% |
| Participant deferral / active EE | $6,868 | $5,218+31.6% | $4,738+45.0% | $4,528+51.7% |
| Admin fee / account holder | $93 | $204-54.3% | $8,948-99.0% | $348-73.2% |