Filed October 18, 2004
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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,374 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,562 | $92,055+87.5% | $106,213+62.5% | $77,643+122.3% |
| Participation rate | 77.3% | 81.0%-3.7pp | 75.3%+2.0pp | 70.6%+6.7pp |
| Annual return | 14.33% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,565 | $3,367+5.9% | $3,171+12.4% | $2,726+30.8% |
| Participant deferral / active EE | $7,348 | $5,386+36.4% | $5,016+46.5% | $4,647+58.1% |
| Admin fee / account holder | $223 | $219+2.0% | $11,033-98.0% | $430-48.1% |