Filed June 17, 2014
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 LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,330 |
AT RETIREMENT SERVICE, LLC2 years Service code 12 · EIN 83-3455979 | Participant loan processing; Custodia... | $9,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $76,050-23.1% | $96,544-39.4% | $71,457-18.2% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 17.60% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,567 | $2,244+14.4% | $2,965-13.4% | $2,588-0.8% |
| Participant deferral / active EE | $7,101 | $4,215+68.5% | $4,851+46.4% | $4,289+65.6% |
| Admin fee / account holder | $229 | $2,707-91.5% | $8,252-97.2% | $1,587-85.6% |