Filed May 6, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $42,875 |
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $20,550 |
NEWSQUARE CAPITAL, LLC2+ years Service code 28 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Investment Management | $0 |
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 | $44,303 | $66,457-33.3% | $81,438-45.6% | $77,671-43.0% |
| Participation rate | 51.2% | 68.7%-17.5pp | 69.5%-18.3pp | 70.6%-19.4pp |
| Annual return | 16.21% | 15.93%+0.3pp | 24.74%-8.5pp | 31.21%-15.0pp |
| Employer contribution / active EE | $989 | $2,159-54.2% | $2,460-59.8% | $2,726-63.7% |
| Participant deferral / active EE | $2,620 | $3,679-28.8% | $3,883-32.5% | $4,648-43.6% |
| Admin fee / account holder | $270 | $583-53.7% | $5,764-95.3% | $430-37.3% |