Filed January 19, 2006 (most recent of 2 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 |
|---|---|---|
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $43,847 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,301 | $59,186+27.2% | $76,768-1.9% | $56,287+33.8% |
| Participation rate | 98.2% | 75.2%+23.0pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | -7.50% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,292 | $1,759+30.3% | $2,485-7.8% | $2,111+8.6% |
| Participant deferral / active EE | $3,913 | $3,255+20.2% | $3,852+1.6% | $3,350+16.8% |
| Admin fee / account holder | $294 | $489-39.8% | $6,675-95.6% | $521-43.5% |