Filed October 18, 2004
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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $53,415 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,292 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $9,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,972 | $122,239-11.7% | $184,200-41.4% | $74,546+44.8% |
| Participation rate | 88.4% | 85.5%+3.0pp | 86.8%+1.6pp | 67.2%+21.2pp |
| Annual return | 15.84% | 19.95%-4.1pp | 28.80%-13.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $2,399 | $4,537-47.1% | $6,424-62.7% | $2,624-8.6% |
| Participant deferral / active EE | $5,865 | $7,139-17.8% | $9,132-35.8% | $4,347+34.9% |
| Admin fee / account holder | $324 | $1,260-74.2% | $13,907-97.7% | $1,944-83.3% |