Filed June 12, 2017 (most recent of 2 filings on file)
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,165 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $48,825 |
EIDE BAILLY LLP11+ years Service code 99 PO BOX 88678 · MILWAUKEE, WI 53288 | Other Fees | $20,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,135 | $145,877+27.6% | $150,045+24.1% | $102,872+80.9% |
| Participation rate | 98.6% | 79.8%+18.8pp | 82.3%+16.3pp | 73.0%+25.6pp |
| Annual return | 17.95% | 21.37%-3.4pp | 62.55%-44.6pp | 19.06%-1.1pp |
| Employer contribution / active EE | $3,972 | $4,710-15.7% | $4,693-15.4% | $3,526+12.6% |
| Participant deferral / active EE | $12,753 | $9,491+34.4% | $7,997+59.5% | $5,535+130.4% |
| Admin fee / account holder | $121 | $176-31.5% | $13,435-99.1% | $292-58.7% |