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 LLC3 years Filed as: CREATIVE PLANNING Service code 27 8444 WESTPARK DRIVE · MCLEAN, VA 22102 | Advisory (Plan) | $42,437 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $20,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,200 | $58,208+85.9% | $81,812+32.3% | $80,856+33.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.77% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $6,756 | $2,340+188.7% | $2,912+132.0% | $2,755+145.2% |
| Participant deferral / active EE | $8,753 | $3,281+166.8% | $4,319+102.7% | $4,296+103.8% |
| Admin fee / account holder | $462 | $4,981-90.7% | $7,386-93.8% | $6,918-93.3% |