Filed March 30, 2007 (most recent of 3 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 16 · EIN 84-4519624 | Consulting | $23,987 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $22,702 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,082 | $59,054+93.2% | $97,226+17.3% | $77,643+46.9% |
| Participation rate | 79.7% | 67.9%+11.8pp | 72.7%+7.0pp | 70.6%+9.1pp |
| Annual return | 20.75% | 16.96%+3.8pp | 75.13%-54.4pp | 31.24%-10.5pp |
| Employer contribution / active EE | $1,825 | $1,742+4.8% | $2,729-33.1% | $2,726-33.0% |
| Participant deferral / active EE | $6,796 | $3,930+72.9% | $4,264+59.4% | $4,647+46.2% |
| Admin fee / account holder | $120 | $346-65.4% | $5,654-97.9% | $430-72.2% |