Filed November 27, 2002
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 |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,586 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,733 |
RSM US LLP5 years Filed as: RSM US LLP. Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $22,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,309 | $44,960-37.0% | $84,966-66.7% | $74,495-62.0% |
| Participation rate | 62.5% | 49.4%+13.1pp | 67.5%-5.0pp | 67.2%-4.7pp |
| Annual return | 13.32% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $261 | $1,457-82.1% | $2,727-90.4% | $2,623-90.0% |
| Participant deferral / active EE | $4,581 | $2,731+67.7% | $4,519+1.4% | $4,346+5.4% |
| Admin fee / account holder | $245 | $2,209-88.9% | $6,149-96.0% | $1,942-87.4% |