Filed February 17, 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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 42-1270780 | Advisory (Plan) | $61,000 |
Service code 16 · EIN 34-6596918 | Consulting | $48,275 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $37,150 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,500 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $30,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$223,981 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,109 | $93,462+16.7% | $164,813-33.8% | $99,062+10.1% |
| Participation rate | 96.8% | 79.9%+16.9pp | 78.6%+18.2pp | 71.6%+25.2pp |
| Annual return | 15.97% | 15.71%+0.3pp | 69.93%-54.0pp | 17.66%-1.7pp |
| Employer contribution / active EE | $5,851 | $3,099+88.8% | $4,341+34.8% | $3,262+79.4% |
| Participant deferral / active EE | $4,977 | $5,366-7.2% | $6,031-17.5% | $5,331-6.6% |
| Admin fee / account holder | -$2 | $81-101.9% | $12,690-100.0% | $109-101.4% |