Filed June 19, 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.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,613 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $73,599 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,061 | $84,993-21.1% | $129,995-48.4% | $80,160-16.3% |
| Participation rate | 91.2% | 79.5%+11.7pp | 78.5%+12.7pp | 72.9%+18.3pp |
| Annual return | 18.38% | 23.76%-5.4pp | -137.18%+155.6pp | 40.38%-22.0pp |
| Employer contribution / active EE | $2,335 | $3,051-23.5% | $4,320-45.9% | $2,978-21.6% |
| Participant deferral / active EE | $7,185 | $4,984+44.2% | $5,820+23.4% | $5,017+43.2% |
| Admin fee / account holder | $133 | $391-66.0% | $10,614-98.7% | $145-8.4% |