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 | $26,212 |
EIDE BAILLY LLP11+ years Service code 99 PO BOX 88678 · MILWAUKEE, WI 53288 | Other Fees | $14,522 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,492 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,059 | $119,446-59.8% | $150,045-68.0% | $85,563-43.8% |
| Participation rate | 81.0% | 75.4%+5.6pp | 82.3%-1.3pp | 66.0%+15.1pp |
| Annual return | 13.84% | 23.72%-9.9pp | 62.55%-48.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,532 | $4,078-13.4% | $4,693-24.7% | $2,654+33.1% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $149 | $548-72.9% | $13,435-98.9% | $834-82.2% |