Filed October 28, 2009
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,059 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,318 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 5400 W 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Consulting | $42,000 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $30,600 |
CULPEPPER RFP, LLC2 years Service code 16 · EIN 88-1591899 | Consulting | $5,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,211 | $110,299-20.9% | $102,423-14.9% | $199,593-56.3% |
| Participation rate | 90.7% | 86.3%+4.4pp | 76.5%+14.2pp | 72.0%+18.7pp |
| Annual return | 13.12% | 35.73%-22.6pp | 29.32%-16.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $3,418 | $3,603-5.1% | $3,023+13.0% | $3,034+12.6% |
| Participant deferral / active EE | $7,290 | $6,376+14.3% | $5,053+44.3% | $5,087+43.3% |
| Admin fee / account holder | $65 | $122-46.6% | $9,451-99.3% | $269-75.7% |