Filed June 15, 2006
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 Service code 27 8444 WESTPARK DRIVE · MCLEAN, VA 22102 | Advisory (Plan) | $23,247 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $21,288 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 1801 K ST. NW · WASHINGTON, DC 200061301 | Advisory (Plan) | $12,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,078 | $54,350+71.3% | $82,719+12.5% | $68,494+35.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.55% | -13.67%-0.9pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,194 | $2,218+179.2% | $3,009+105.8% | $2,596+138.6% |
| Participant deferral / active EE | $9,147 | $3,246+181.8% | $4,395+108.1% | $4,027+127.1% |
| Admin fee / account holder | $444 | $4,395-89.9% | $5,329-91.7% | $5,403-91.8% |