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 | $47,776 |
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) | $3,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,855 | $92,055+59.5% | $106,213+38.3% | $77,643+89.1% |
| Participation rate | 96.3% | 81.0%+15.3pp | 75.3%+21.1pp | 70.6%+25.8pp |
| Annual return | 12.46% | 17.91%-5.4pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $5,117 | $3,367+52.0% | $3,171+61.4% | $2,726+87.7% |
| Participant deferral / active EE | $7,444 | $5,386+38.2% | $5,016+48.4% | $4,647+60.2% |
| Admin fee / account holder | $96 | $219-56.4% | $11,033-99.1% | $430-77.8% |