Filed June 7, 2013
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $52,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,759 |
RICHEY MAY & CO LLP2 years Service code 10 9605 S KINGSTON CT STE 200 · ENGLEWOOD, CO 80112 | Accounting | $9,680 |
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 | $100,197 | $96,486+3.8% | $153,485-34.7% | $77,643+29.0% |
| Participation rate | 90.3% | 81.6%+8.7pp | 77.1%+13.3pp | 70.6%+19.8pp |
| Annual return | 17.34% | 14.44%+2.9pp | 15.65%+1.7pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,974 | $5,224-43.1% | $5,039-41.0% | $2,726+9.1% |
| Participant deferral / active EE | $4,762 | $6,609-27.9% | $6,757-29.5% | $4,647+2.5% |
| Admin fee / account holder | $294 | $182+61.1% | $12,724-97.7% | $430-31.7% |