Filed April 29, 2009 (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 15 · EIN 84-0467907 | Recordkeeping | $327,845 |
Filed as: EMPOWER ADVISORY GROUP Service code 16 · EIN 84-1532243 | Consulting | $262,507 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT, LLC Service code 17 · EIN 39-1567956 | Pension Consulting | $94,392 |
Service code 29 · EIN 13-2834414 | Legal | $42,118 |
REILLY, PENNER & BENTON LLP5 years Filed as: REILLY PENNER & BENTON LLP Service code 17 · EIN 39-0747409 | Pension Consulting | $22,099 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $2,402 |
Service code 16 · EIN 34-1820650 | Consulting | $684 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,180 | $167,950+43.0% | $112,887+112.8% | $80,160+199.6% |
| Participation rate | 98.7% | 94.5%+4.2pp | 80.5%+18.2pp | 72.9%+25.8pp |
| Annual return | 14.14% | 18.78%-4.6pp | 34.10%-20.0pp | 40.38%-26.2pp |
| Employer contribution / active EE | $8,759 | $6,272+39.7% | $4,563+91.9% | $2,978+194.2% |
| Participant deferral / active EE | $10,353 | $9,857+5.0% | $6,513+59.0% | $5,017+106.3% |
| Admin fee / account holder | $235 | $104+126.5% | $7,047-96.7% | $145+62.0% |