Filed January 23, 2006
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 | $85,346 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,916 |
WILLIAMS KEEPERS LLC2 years Filed as: WILLIAMS-KEEPERS, LLC Service code 10 2005 W BROADWAY STE 100 · COLUMBIA, MO 65203 | Accounting | $37,050 |
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 | $108,966 | $88,982+22.5% | $102,438+6.4% | $77,671+40.3% |
| Participation rate | 89.7% | 80.9%+8.7pp | 76.5%+13.2pp | 70.6%+19.1pp |
| Annual return | 10.05% | 25.01%-15.0pp | 29.37%-19.3pp | 31.21%-21.2pp |
| Employer contribution / active EE | $2,634 | $2,698-2.4% | $3,024-12.9% | $2,726-3.4% |
| Participant deferral / active EE | $5,559 | $5,144+8.1% | $5,054+10.0% | $4,648+19.6% |
| Admin fee / account holder | $292 | $236+24.2% | $9,448-96.9% | $430-32.1% |