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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |