See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,959 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,497 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,284 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,682 | $62,624+22.4% | $177,989-56.9% | $77,643-1.2% |
| Participation rate | 98.2% | 66.8%+31.4pp | 77.1%+21.2pp | 70.6%+27.7pp |
| Annual return | 15.53% | 16.16%-0.6pp | 294.48%-278.9pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,957 | $1,909+2.5% | $3,949-50.4% | $2,726-28.2% |
| Participant deferral / active EE | $6,702 | $4,219+58.8% | $6,276+6.8% | $4,647+44.2% |
| Admin fee / account holder | $135 | $386-65.0% | $10,363-98.7% | $430-68.6% |