Filed January 6, 2004 (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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $68,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,562 |
PCTEL INC1 year Service code 99 471 BRIGHTON DR · BLOOMINGDALE, IL 60108 | Other Fees | $4,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,193 | $101,317+60.1% | $146,958+10.4% | $74,495+117.7% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 13.62% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,724 | $3,810+24.0% | $4,933-4.2% | $2,623+80.1% |
| Participant deferral / active EE | $12,835 | $7,303+75.7% | $8,070+59.0% | $4,346+195.3% |
| Admin fee / account holder | $523 | $1,739-69.9% | $12,998-96.0% | $1,942-73.0% |