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 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 10-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 Service code 15 · EIN 84-0467907 | Recordkeeping | $292,277 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $205,676 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGMEENT, LLC Service code 17 · EIN 39-1567956 | Pension Consulting | $97,408 |
Service code 29 · EIN 13-2834414 | Legal | $34,498 |
REILLY, PENNER & BENTON LLP6 years Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $25,050 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,000 |
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 16 · EIN 34-1820650 | Consulting | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,969 | $188,991+38.6% | $103,476+153.2% | $199,593+31.3% |
| Participation rate | 98.0% | 93.2%+4.8pp | 80.5%+17.5pp | 72.0%+26.0pp |
| Annual return | 13.70% | 15.75%-2.0pp | 23.90%-10.2pp | 34.25%-20.5pp |
| Employer contribution / active EE | $9,674 | $6,583+47.0% | $4,672+107.1% | $3,034+218.8% |
| Participant deferral / active EE | $10,764 | $10,334+4.2% | $6,623+62.5% | $5,087+111.6% |
| Admin fee / account holder | $240 | $114+109.5% | $9,413-97.5% | $269-10.8% |