Filed November 11, 1998
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,159 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $10,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,387 | $86,897+134.1% | $151,611+34.2% | $64,808+213.8% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -17.37% | -3.57%-13.8pp | 3.33%-20.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $6,518 | $4,010+62.5% | $6,166+5.7% | $2,506+160.1% |
| Participant deferral / active EE | $8,665 | $6,690+29.5% | $8,363+3.6% | $4,310+101.0% |
| Admin fee / account holder | $155 | $153+1.5% | $11,616-98.7% | $188-17.4% |