Filed October 17, 1994
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,680 |
KDV WEALTH MANAGEMENT, LLC9+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $23,656 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,142 |
BOHR, DAHM, GREIF & ASSOCIATES9+ years Filed as: BOHR, DAHM, GREIF & ASSOCIATES, P.C Service code 10 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,985 | $91,407+65.2% | $135,903+11.1% | $71,457+111.3% |
| Participation rate | 86.4% | 75.7%+10.8pp | 81.9%+4.5pp | 67.9%+18.5pp |
| Annual return | 18.46% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $485 | $3,703-86.9% | $4,856-90.0% | $2,588-81.2% |
| Participant deferral / active EE | $12,533 | $7,092+76.7% | $7,758+61.6% | $4,289+192.2% |
| Admin fee / account holder | $490 | $1,266-61.3% | $10,762-95.4% | $1,587-69.1% |