Filed October 18, 2004
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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Participants) | $97,347 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,950 |
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 | $91,363 | $88,982+2.7% | $102,438-10.8% | $77,671+17.6% |
| Participation rate | 74.1% | 80.9%-6.8pp | 76.5%-2.4pp | 70.6%+3.5pp |
| Annual return | 16.05% | 25.01%-9.0pp | 29.37%-13.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $3,609 | $2,698+33.8% | $3,024+19.4% | $2,726+32.4% |
| Participant deferral / active EE | $6,126 | $5,144+19.1% | $5,054+21.2% | $4,648+31.8% |
| Admin fee / account holder | $319 | $236+35.3% | $9,448-96.6% | $430-26.0% |