Filed August 15, 2011
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 42-0127290 | Contract Administrator | $108,537 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $56,211 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,397 | $188,991-22.0% | $103,476+42.4% | $199,593-26.2% |
| Participation rate | 99.3% | 93.2%+6.1pp | 80.5%+18.7pp | 72.0%+27.3pp |
| Annual return | 13.78% | 15.75%-2.0pp | 23.90%-10.1pp | 34.25%-20.5pp |
| Employer contribution / active EE | $7,375 | $6,583+12.0% | $4,672+57.9% | $3,034+143.1% |
| Participant deferral / active EE | $11,217 | $10,334+8.5% | $6,623+69.4% | $5,087+120.5% |
| Admin fee / account holder | $129 | $114+12.3% | $9,413-98.6% | $269-52.2% |