Retirement plan

THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN

Name: THE CREATIVE PLANNERS GROUP, LTD. - THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THE CREATIVE PLANNERS GROUP, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN, THE CREATIVE PLANNERS GROUP, LTD.

THE CREATIVE PLANNERS GROUP, LTD.EIN 13-3490936Plan #002PY 2017

660 WHITE PLAINS ROAD, SUITE 445 - TARRYTOWN, NY 105915107914-468-0300

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$172K

+114.4% from 2016

Total participants

0.0% from 2016

Average account balance

$28,633

+114.4% from 2016

Annual return

30.95%

+30.95 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$102K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$458

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1234 / participant

Other / not subdivided$6K100.0%

% of EOY assets

3.591%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,633

$150,442-81.0%

$136,295-79.0%

$147,585-80.6%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

30.95%

1049.09%-1018.1pp

5155.97%-5125.0pp

578.56%-547.6pp

Employer contribution / active EE

$3,082

$5,256-41.4%

$4,695-34.4%

$4,876-36.8%

Participant deferral / active EE

$11,500

$6,630+73.4%

$6,247+84.1%

$5,439+111.5%

Admin fee / account holder

$1,028

$10,905-90.6%

$9,243-88.9%

$10,885-90.6%

THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion