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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,250 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $19,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,739 | $47,540-16.4% | $79,550-50.0% | $89,394-55.5% |
| Participation rate | 23.4% | 54.9%-31.5pp | 69.5%-46.1pp | 71.3%-47.9pp |
| Annual return | -15.64% | -8.05%-7.6pp | 0.16%-15.8pp | -11.89%-3.8pp |
| Employer contribution / active EE | $377 | $1,122-66.4% | $2,413-84.4% | $3,022-87.5% |
| Participant deferral / active EE | $666 | $1,961-66.0% | $3,985-83.3% | $5,123-87.0% |
| Admin fee / account holder | $6 | $59-89.1% | $6,832-99.9% | $79-91.9% |