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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$218K

+26.7% from 2017

Total participants

0.0% from 2017

Average account balance

$36,270

+26.7% from 2017

Annual return

-14.86%

-45.81 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18002

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$465

$93 / participant

Other / not subdivided$465100.0%

% of EOY assets

0.214%

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

$36,270

$138,076-73.7%

$123,553-70.6%

$135,380-73.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-14.86%

153.70%-168.6pp

119.21%-134.1pp

519.81%-534.7pp

Employer contribution / active EE

$3,271

$5,152-36.5%

$4,628-29.3%

$4,779-31.6%

Participant deferral / active EE

$11,000

$6,800+61.8%

$6,426+71.2%

$5,609+96.1%

Admin fee / account holder

$78

$10,917-99.3%

$9,284-99.2%

$10,828-99.3%

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