Filed December 30, 1998
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 LLC2+ years Filed as: CREATIVE PLANNING SERVICES Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,507 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $20,542 |
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 | $20,983 | $22,291-5.9% | $69,182-69.7% | $63,975-67.2% |
| Participation rate | 16.8% | 35.3%-18.4pp | 55.1%-38.3pp | 71.1%-54.3pp |
| Annual return | 7.45% | 9.30%-1.9pp | -21.93%+29.4pp | 48.65%-41.2pp |
| Employer contribution / active EE | $90 | $325-72.2% | $1,206-92.5% | $2,182-95.9% |
| Participant deferral / active EE | $454 | $808-43.8% | $1,897-76.1% | $3,356-86.5% |
| Admin fee / account holder | $198 | $73+171.7% | $2,697-92.6% | $70+181.7% |