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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,869 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $17,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $8,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $37,317+59.5% | $77,024-22.7% | $77,904-23.6% |
| Participation rate | 87.5% | 46.9%+40.7pp | 67.9%+19.6pp | 73.7%+13.8pp |
| Annual return | -11.21% | -5.88%-5.3pp | 42.32%-53.5pp | 12.21%-23.4pp |
| Employer contribution / active EE | $1,068 | $1,218-12.3% | $2,812-62.0% | $2,848-62.5% |
| Participant deferral / active EE | $4,283 | $2,564+67.0% | $4,426-3.2% | $4,806-10.9% |
| Admin fee / account holder | $54 | $126-57.2% | $5,425-99.0% | $133-59.4% |