Filed November 5, 2012
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 | $212,273 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $129,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,842 | $110,282-52.1% | $102,438-48.4% | $199,768-73.5% |
| Participation rate | 95.0% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+22.9pp |
| Annual return | 15.57% | 35.75%-20.2pp | 29.37%-13.8pp | 34.26%-18.7pp |
| Employer contribution / active EE | $2,698 | $3,603-25.1% | $3,024-10.8% | $3,037-11.2% |
| Participant deferral / active EE | $3,885 | $6,376-39.1% | $5,054-23.1% | $5,090-23.7% |
| Admin fee / account holder | $121 | $122-0.9% | $9,448-98.7% | $269-54.9% |