Filed February 7, 2005 (most recent of 2 filings on file)
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 | $70,000 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,087 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $2,101 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,668 | $84,784+157.9% | $98,439+122.1% | $74,419+193.8% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.2%+23.1pp | 70.7%+27.5pp |
| Annual return | 17.77% | 20.59%-2.8pp | 21.16%-3.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $9,163 | $3,364+172.4% | $3,048+200.6% | $2,637+247.4% |
| Participant deferral / active EE | $14,651 | $5,218+180.8% | $4,738+209.2% | $4,528+223.6% |
| Admin fee / account holder | $150 | $204-26.7% | $8,948-98.3% | $348-56.9% |