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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $693,426 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $105,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $36,400 |
EISNERAMPER LLP2 years Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $22,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,368 | $119,627+25.7% | $146,958+2.3% | $99,062+51.8% |
| Participation rate | 93.9% | 73.4%+20.4pp | 82.2%+11.7pp | 71.6%+22.3pp |
| Annual return | 15.95% | 28.82%-12.9pp | 418.34%-402.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $2,989 | $4,153-28.0% | $4,933-39.4% | $3,262-8.4% |
| Participant deferral / active EE | $7,052 | $7,997-11.8% | $8,070-12.6% | $5,331+32.3% |
| Admin fee / account holder | $112 | $150-25.3% | $12,998-99.1% | $109+2.6% |