Filed October 18, 2004
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 O Service code 13 · EIN 06-1050034 | Contract Administrator | $685,309 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Service code 10 · EIN 20-8874282 | Accounting | $105,000 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $62,737 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $52,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,371 | $121,599+8.9% | $135,903-2.6% | $103,482+27.9% |
| Participation rate | 96.1% | 76.2%+19.9pp | 81.9%+14.2pp | 73.3%+22.8pp |
| Annual return | 17.07% | 26.09%-9.0pp | 68.23%-51.2pp | 33.11%-16.0pp |
| Employer contribution / active EE | $2,979 | $4,627-35.6% | $4,856-38.7% | $3,208-7.1% |
| Participant deferral / active EE | $6,898 | $7,782-11.4% | $7,758-11.1% | $5,207+32.5% |
| Admin fee / account holder | $105 | $76+38.0% | $10,762-99.0% | $114-8.4% |