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 |
|---|---|---|
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% |