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 | $169,322 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,544 | $50,127-23.1% | $149,673-74.2% | $80,160-51.9% |
| Participation rate | 74.2% | 64.3%+9.9pp | 78.8%-4.6pp | 72.9%+1.2pp |
| Annual return | 17.10% | 29.82%-12.7pp | 134.42%-117.3pp | 40.38%-23.3pp |
| Employer contribution / active EE | $880 | $1,865-52.8% | $4,818-81.7% | $2,978-70.4% |
| Participant deferral / active EE | $3,901 | $3,194+22.1% | $5,680-31.3% | $5,017-22.2% |
| Admin fee / account holder | $102 | $153-33.4% | $13,210-99.2% | $145-29.9% |