See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,874 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,095 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $9,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,838 | $89,808-13.3% | $100,391-22.5% | $77,643+0.3% |
| Participation rate | 96.6% | 81.2%+15.4pp | 81.5%+15.1pp | 70.6%+26.0pp |
| Annual return | 18.95% | 20.62%-1.7pp | 49.20%-30.3pp | 31.24%-12.3pp |
| Employer contribution / active EE | $3,067 | $3,039+0.9% | $3,942-22.2% | $2,726+12.5% |
| Participant deferral / active EE | $7,593 | $8,284-8.3% | $8,082-6.0% | $4,647+63.4% |
| Admin fee / account holder | $213 | $174+22.0% | $7,899-97.3% | $430-50.6% |