Filed February 19, 2005 (most recent of 5 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $195,506 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $38,500 |
BDO USA, LLP10+ years Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $29,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,201 | $57,150-6.9% | $93,606-43.2% | $106,382-50.0% |
| Participation rate | 20.4% | 49.1%-28.7pp | 68.7%-48.4pp | 69.9%-49.5pp |
| Annual return | 12.47% | 15.81%-3.3pp | 133.20%-120.7pp | 17.37%-4.9pp |
| Employer contribution / active EE | $398 | $1,015-60.8% | $2,420-83.5% | $3,364-88.2% |
| Participant deferral / active EE | $696 | $1,853-62.4% | $4,411-84.2% | $5,569-87.5% |
| Admin fee / account holder | $48 | $64-26.1% | $8,285-99.4% | $79-40.0% |