Filed July 1, 2008
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,745 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $75,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,234,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,857 | $63,356+18.2% | $103,333-27.6% | $106,382-29.6% |
| Participation rate | 44.0% | 84.3%-40.3pp | 74.5%-30.6pp | 69.9%-25.9pp |
| Annual return | 16.80% | 14.77%+2.0pp | 24.88%-8.1pp | 17.37%-0.6pp |
| Employer contribution / active EE | $2,054 | $4,310-52.3% | $3,868-46.9% | $3,364-38.9% |
| Participant deferral / active EE | $3,954 | $3,479+13.7% | $5,057-21.8% | $5,569-29.0% |
| Admin fee / account holder | -$80 | $110-172.7% | $8,355-101.0% | $79-201.1% |