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 LLC4+ years Filed as: CREATIVE PLANNING SERVICES Service code 27 · EIN 43-1270780 | Advisory (Plan) | $31,536 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,737 | $23,224-10.7% | $71,086-70.8% | $55,725-62.8% |
| Participation rate | 25.4% | 37.9%-12.5pp | 54.7%-29.2pp | 70.9%-45.4pp |
| Annual return | -10.71% | -2.87%-7.8pp | 650.59%-661.3pp | 244.93%-255.6pp |
| Employer contribution / active EE | $163 | $436-62.7% | $1,088-85.0% | $2,078-92.2% |
| Participant deferral / active EE | $794 | $929-14.5% | $1,874-57.6% | $3,356-76.3% |
| Admin fee / account holder | $233 | $118+97.4% | $3,082-92.4% | $115+102.2% |