Filed August 13, 1
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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,224 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $17,077 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDING CO Service code 27 4545 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,252 | $65,390-32.3% | $169,368-73.9% | $71,457-38.1% |
| Participation rate | 72.5% | 67.0%+5.5pp | 77.1%-4.7pp | 67.9%+4.5pp |
| Annual return | 21.35% | 21.31%0pp | 405.60%-384.3pp | 28.85%-7.5pp |
| Employer contribution / active EE | $3,589 | $2,079+72.7% | $4,013-10.6% | $2,588+38.7% |
| Participant deferral / active EE | $1,852 | $4,367-57.6% | $6,221-70.2% | $4,289-56.8% |
| Admin fee / account holder | $303 | $1,324-77.2% | $9,003-96.6% | $1,587-80.9% |