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 LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $50,468 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,638 | $65,908+28.4% | $81,812+3.5% | $77,643+9.0% |
| Participation rate | 62.8% | 65.8%-3.0pp | 72.3%-9.5pp | 70.6%-7.7pp |
| Annual return | 23.81% | 26.64%-2.8pp | 773.79%-750.0pp | 31.24%-7.4pp |
| Employer contribution / active EE | $3,034 | $2,370+28.0% | $2,912+4.2% | $2,726+11.3% |
| Participant deferral / active EE | $6,411 | $3,505+82.9% | $4,319+48.4% | $4,647+37.9% |
| Admin fee / account holder | $241 | $526-54.3% | $7,386-96.7% | $430-44.1% |