Filed November 22, 2008 (most recent of 4 filings on file)
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $864,339 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 28 · EIN 42-0127290 | Investment Management | $249,580 |
ARGENT TRUST COMPANY11+ years Service code 28 · EIN 62-1437218 | Investment Management | $234,381 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $60,000 |
KUTAK ROCK LLP10+ years Service code 10 · EIN 47-0597598 | Accounting | $52,623 |
ERNST & YOUNG LLP1 year Filed as: ERNST YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $37,000 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $28,128 |
Service code 26 · EIN 98-1645407 | Advisory (Participants) | $27,954 |
CREATIVE PLANNING LLC5 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,366 |
ZENITH FINANCIAL PLANNING INC1 year Service code 26 · EIN 99-3416504 | Advisory (Participants) | $16,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $520,474 | $142,480+265.3% | $145,433+257.9% | $142,480+265.3% |
| Participation rate | 97.2% | 76.2%+20.9pp | 82.1%+15.0pp | 76.2%+20.9pp |
| Annual return | 21.50% | 16.32%+5.2pp | 66.58%-45.1pp | 16.32%+5.2pp |
| Employer contribution / active EE | $2,243 | $3,867-42.0% | $4,554-50.8% | $3,867-42.0% |
| Participant deferral / active EE | $13,763 | $6,807+102.2% | $7,897+74.3% | $6,807+102.2% |
| Admin fee / account holder | $97 | $307-68.4% | $13,129-99.3% | $307-68.4% |