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 | $49,657+178.0% | $93,063+48.3% | $67,986+103.0% |
| Participation rate | 96.7% | 49.9%+46.8pp | 72.1%+24.6pp | 57.2%+39.5pp |
| Annual return | 12.13% | 26.27%-14.1pp | 34.15%-22.0pp | 31.67%-19.5pp |
| Employer contribution / active EE | $3,289 | $1,279+157.3% | $2,476+32.8% | $2,019+62.9% |
| Participant deferral / active EE | $8,752 | $2,484+252.4% | $3,958+121.1% | $3,358+160.6% |
| Admin fee / account holder | $57 | $2,843-98.0% | $6,033-99.1% | $3,203-98.2% |