Filed March 24, 1999 (most recent of 4 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 LLC3 years Filed as: CREATIVE PLANNING Service code 28 118 TURNPIKE ROAD · SOUTHBOROUGH, MA 01772 | Investment Management | $20,000 |
FIRST STATE TRUST COMPANY4 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Bank Trustee | $5,707 |
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $5,004 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | -0.17% | 7.22%-7.4pp | 6.78%-6.9pp | 8.21%-8.4pp |
| Employer contribution / active EE | $16,671 | $12,542+32.9% | $25,154-33.7% | $13,842+20.4% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |