Filed December 21, 1992
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $78,015 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,125 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $13,650 |
BKD, LLP5 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $7,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,451 | $91,762+118.4% | $67,502+197.0% | $77,643+158.2% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.9%+21.5pp | 70.6%+23.8pp |
| Annual return | 12.43% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $8,373 | $3,181+163.2% | $2,731+206.6% | $2,726+207.2% |
| Participant deferral / active EE | $9,358 | $3,903+139.7% | $4,000+134.0% | $4,647+101.4% |
| Admin fee / account holder | $287 | $176+62.8% | $3,998-92.8% | $430-33.4% |