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. $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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,577 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,888 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $24,750 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,403 |
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 | $100,251 | $64,871+54.5% | $129,110-22.4% | $66,914+49.8% |
| Participation rate | 89.4% | 74.0%+15.4pp | 77.3%+12.2pp | 69.8%+19.6pp |
| Annual return | -15.75% | -12.21%-3.5pp | -10.94%-4.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,784 | $3,741+1.1% | $5,052-25.1% | $2,544+48.7% |
| Participant deferral / active EE | $5,901 | $5,090+15.9% | $6,542-9.8% | $4,237+39.3% |
| Admin fee / account holder | $383 | $629-39.1% | $14,302-97.3% | $593-35.4% |