Filed June 25, 2015
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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,770 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $73,017 | $95,880-23.8% | $107,525-32.1% | $85,563-14.7% |
| Participation rate | 34.7% | 70.1%-35.5pp | 75.1%-40.4pp | 66.0%-31.3pp |
| Annual return | 15.43% | 68.06%-52.6pp | 181.32%-165.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $745 | $3,812-80.4% | $3,754-80.1% | $2,654-71.9% |
| Participant deferral / active EE | $2,165 | $4,201-48.5% | $5,116-57.7% | $4,375-50.5% |
| Admin fee / account holder | $272 | $1,025-73.4% | $8,919-96.9% | $834-67.3% |