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 | $31,559 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $11,951 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,000 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $269,480 | $132,049+104.1% | $200,582+34.3% | $74,304+262.7% |
| Participation rate | 99.5% | 84.1%+15.5pp | 86.9%+12.6pp | 60.3%+39.2pp |
| Annual return | 14.14% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $7,171 | $4,558+57.3% | $6,419+11.7% | $2,241+220.0% |
| Participant deferral / active EE | $8,823 | $7,213+22.3% | $9,331-5.4% | $3,767+134.2% |
| Admin fee / account holder | $144 | $2,405-94.0% | $16,305-99.1% | $2,969-95.1% |