Filed August 19, 2008
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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,428 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $8,651 |
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 | $37,479 | $51,244-26.9% | $80,975-53.7% | $55,167-32.1% |
| Participation rate | 77.8% | 71.7%+6.2pp | 75.8%+2.0pp | 69.0%+8.9pp |
| Annual return | 8.87% | 17.39%-8.5pp | 17.10%-8.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $463 | $1,770-73.9% | $3,714-87.5% | $1,963-76.4% |
| Participant deferral / active EE | $2,482 | $4,418-43.8% | $5,696-56.4% | $3,054-18.7% |
| Admin fee / account holder | $168 | $398-57.8% | $5,516-97.0% | $504-66.7% |