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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,743 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $12,895 |
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 | $49,030 | $59,535-17.6% | $90,160-45.6% | $62,292-21.3% |
| Participation rate | 72.7% | 73.0%-0.4pp | 76.9%-4.2pp | 69.5%+3.1pp |
| Annual return | 14.53% | 23.53%-9.0pp | 34.88%-20.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $475 | $1,826-74.0% | $3,318-85.7% | $2,042-76.8% |
| Participant deferral / active EE | $2,723 | $4,639-41.3% | $5,288-48.5% | $3,169-14.1% |
| Admin fee / account holder | $266 | $337-20.9% | $5,943-95.5% | $479-44.4% |