Filed January 15, 2007 (most recent of 2 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $166,955 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,837 | $73,034+69.6% | $77,163+60.5% | $80,160+54.5% |
| Participation rate | 97.2% | 78.1%+19.1pp | 69.6%+27.6pp | 72.9%+24.2pp |
| Annual return | 16.30% | 18.56%-2.3pp | 37.87%-21.6pp | 40.38%-24.1pp |
| Employer contribution / active EE | $3,618 | $2,779+30.2% | $2,535+42.7% | $2,978+21.5% |
| Participant deferral / active EE | $7,841 | $4,140+89.4% | $3,833+104.6% | $5,017+56.3% |
| Admin fee / account holder | $127 | $104+22.4% | $5,472-97.7% | $145-12.4% |