Filed February 25, 1998
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 Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $39,414 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,341 | $52,208+126.7% | $86,612+36.6% | $74,419+59.0% |
| Participation rate | 47.4% | 66.3%-18.9pp | 71.7%-24.3pp | 70.7%-23.3pp |
| Annual return | 22.21% | 44.46%-22.2pp | 591.07%-568.9pp | 34.38%-12.2pp |
| Employer contribution / active EE | $2,414 | $2,282+5.8% | $3,022-20.1% | $2,637-8.5% |
| Participant deferral / active EE | $5,254 | $3,383+55.3% | $4,438+18.4% | $4,528+16.0% |
| Admin fee / account holder | $311 | $319-2.5% | $5,614-94.5% | $348-10.6% |