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 | $101,499+59.8% | $147,005+10.3% | $74,546+117.6% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 13.62% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $4,724 | $3,811+23.9% | $4,934-4.3% | $2,624+80.0% |
| Participant deferral / active EE | $12,835 | $7,304+75.7% | $8,070+59.0% | $4,347+195.2% |
| Admin fee / account holder | $523 | $1,748-70.0% | $13,006-96.0% | $1,944-73.1% |