Filed August 29, 2001 (most recent of 2 filings on file)
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 | $606,771 |
CREATIVE PLANNING LLC3 years Service code 10 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Accounting | $55,417 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,290 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 3343 PEACHTREE RD NE · ATLANTA, GA 303261044 | Legal | $7,270 |
SEYFARTH SHAW LLP1 year Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $5,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $38,095 | $140,769-72.9% | $88,946-57.2% | $140,769-72.9% |
| Participation rate | 42.2% | 74.2%-32.0pp | 68.8%-26.7pp | 74.2%-32.0pp |
| Annual return | 14.39% | 16.82%-2.4pp | 57.82%-43.4pp | 16.82%-2.4pp |
| Employer contribution / active EE | $630 | $3,906-83.9% | $2,555-75.4% | $3,906-83.9% |
| Participant deferral / active EE | $1,961 | $6,717-70.8% | $4,581-57.2% | $6,717-70.8% |
| Admin fee / account holder | $82 | $229-64.1% | $8,261-99.0% | $229-64.1% |