Filed June 27, 2003
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 15 · EIN 84-0467907 | Recordkeeping | $252,349 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $100,000 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY CPAS PC Service code 10 4940 PEARL E CIRCLE SUITE 300 · BOULDER, CO 80301 | Accounting | $34,900 |
GRANT THORNTON LLP3 years Service code 99 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,845 | $128,899+11.6% | $113,168+27.1% | $102,872+39.8% |
| Participation rate | 89.8% | 87.0%+2.8pp | 76.6%+13.3pp | 73.0%+16.8pp |
| Annual return | 14.46% | 15.88%-1.4pp | 24.27%-9.8pp | 19.06%-4.6pp |
| Employer contribution / active EE | $4,856 | $3,713+30.8% | $2,975+63.2% | $3,526+37.7% |
| Participant deferral / active EE | $9,143 | $6,787+34.7% | $5,107+79.0% | $5,535+65.2% |
| Admin fee / account holder | $128 | $129-1.4% | $12,068-98.9% | $292-56.3% |