Filed December 27, 1996 (most recent of 2 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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $8,944 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $8,944 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 51 · EIN 43-1270780 PO BOX 952032 · ST. LOUIS, MO 631952032 | Investment Mgmt Fees | $5,568 |
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $1,575 |
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 | $138,040 | $55,371+149.3% | $95,585+44.4% | $74,304+85.8% |
| Participation rate | 96.7% | 53.8%+42.9pp | 72.1%+24.6pp | 60.3%+36.4pp |
| Annual return | 12.13% | 24.26%-12.1pp | 38.56%-26.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,289 | $1,437+128.9% | $2,527+30.2% | $2,241+46.8% |
| Participant deferral / active EE | $8,752 | $2,955+196.2% | $4,023+117.6% | $3,767+132.3% |
| Admin fee / account holder | $57 | $2,620-97.8% | $6,127-99.1% | $2,969-98.1% |