Filed April 22, 1996
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 37 · EIN 84-0467907 | Loan Processing | $801,870 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $383,549 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
WIPFLI LLP1 year Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $19,000 |
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 | $37,711 | $47,202-20.1% | $93,606-59.7% | $99,062-61.9% |
| Participation rate | 84.3% | 57.3%+27.0pp | 68.7%+15.6pp | 71.6%+12.7pp |
| Annual return | 12.69% | 13.08%-0.4pp | 133.20%-120.5pp | 17.66%-5.0pp |
| Employer contribution / active EE | $1,249 | $1,134+10.2% | $2,420-48.4% | $3,262-61.7% |
| Participant deferral / active EE | $3,836 | $2,296+67.1% | $4,411-13.0% | $5,331-28.0% |
| Admin fee / account holder | $115 | $86+33.6% | $8,285-98.6% | $109+5.3% |