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 LLC6+ years Filed as: CREATIVE PLANNING SERVICES Service code 27 · EIN 43-1270780 | Advisory (Plan) | $34,097 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,243 | $29,369-3.8% | $77,482-63.5% | $73,409-61.5% |
| Participation rate | 24.3% | 37.9%-13.6pp | 54.2%-29.9pp | 72.2%-47.9pp |
| Annual return | 13.49% | 358.15%-344.7pp | 54.79%-41.3pp | 59.29%-45.8pp |
| Employer contribution / active EE | $174 | $406-57.3% | $986-82.4% | $2,234-92.2% |
| Participant deferral / active EE | $658 | $941-30.1% | $1,861-64.6% | $3,805-82.7% |
| Admin fee / account holder | $238 | $123+93.7% | $2,858-91.7% | $158+50.5% |