Filed August 29, 1990
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 LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $17,943 |
STERN BROTHERS1 year Service code 34 1044 MAIN ST STE 501 · KANSAS CITY, MO 64105 | Valuation (appraisals, etc.); Other fees | $8,865 |
BKD, LLP2+ years Filed as: BKD WEALTH ADVISORS Service code 14 · EIN 44-0160260 | Plan Administrator | $5,403 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,575 | $75,183+270.5% | $123,892+124.9% | $55,167+405.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 18.23% | 19.01%-0.8pp | 47.52%-29.3pp | 169.23%-151.0pp |
| Employer contribution / active EE | $12,765 | $2,823+352.1% | $4,617+176.5% | $1,963+550.5% |
| Participant deferral / active EE | $5,360 | $5,084+5.4% | $5,984-10.4% | $3,054+75.5% |
| Admin fee / account holder | $129 | $663-80.6% | $8,357-98.5% | $504-74.5% |