Filed June 26, 1992
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $548,910 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $107,474 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $21,341 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,293 | $111,072-23.2% | $156,263-45.4% | $102,872-17.1% |
| Participation rate | 95.7% | 80.1%+15.6pp | 78.9%+16.8pp | 73.0%+22.7pp |
| Annual return | 14.75% | 16.98%-2.2pp | 59.47%-44.7pp | 19.06%-4.3pp |
| Employer contribution / active EE | $5,814 | $4,017+44.7% | $4,333+34.2% | $3,526+64.9% |
| Participant deferral / active EE | $6,900 | $5,455+26.5% | $6,158+12.0% | $5,535+24.7% |
| Admin fee / account holder | $66 | $120-45.3% | $14,255-99.5% | $292-77.5% |