Filed November 11, 1998
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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,443 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,419 | $122,239+104.9% | $184,203+35.9% | $74,495+236.2% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 13.68% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $8,285 | $4,537+82.6% | $6,427+28.9% | $2,623+215.9% |
| Participant deferral / active EE | $11,464 | $7,139+60.6% | $9,131+25.5% | $4,346+163.8% |
| Admin fee / account holder | $136 | $1,260-89.2% | $13,901-99.0% | $1,942-93.0% |