Filed October 5, 2001
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 CO Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,652 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,665 |
TRINITY PENSION GROUP, LLC2 years Filed as: TRINITY PENSION GROUP LLC Service code 13 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $13,404 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,946 | $50,982-74.6% | $154,803-91.6% | $85,563-84.9% |
| Participation rate | 89.8% | 59.8%+30.0pp | 78.1%+11.7pp | 66.0%+23.8pp |
| Annual return | 7.17% | 30.35%-23.2pp | 58.88%-51.7pp | 31.51%-24.3pp |
| Employer contribution / active EE | $978 | $1,708-42.8% | $4,305-77.3% | $2,654-63.2% |
| Participant deferral / active EE | $1,705 | $2,474-31.1% | $5,540-69.2% | $4,375-61.0% |
| Admin fee / account holder | $116 | $846-86.3% | $14,329-99.2% | $834-86.1% |