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 | $48,492 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,073 |
RICHEY MAY & CO LLP1 year Service code 99 9605 S KINGSTON CT STE 200 · ENGLEWOOD, CO 80112 | Other Fees | $9,600 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $7,250 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $500 |
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 | $117,705 | $72,137+63.2% | $142,449-17.4% | $71,457+64.7% |
| Participation rate | 94.9% | 71.7%+23.2pp | 76.8%+18.1pp | 67.9%+27.0pp |
| Annual return | 17.02% | 21.15%-4.1pp | 19.99%-3.0pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,980 | $3,793+4.9% | $4,847-17.9% | $2,588+53.8% |
| Participant deferral / active EE | $6,591 | $5,280+24.8% | $6,283+4.9% | $4,289+53.7% |
| Admin fee / account holder | $393 | $1,433-72.6% | $10,011-96.1% | $1,587-75.3% |