Filed December 31, 1998
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 LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $94,742 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $25,373 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,257 | $70,667-9.1% | $123,104-47.8% | $52,331+22.8% |
| Participation rate | 81.7% | 83.7%-2.1pp | 86.8%-5.1pp | 68.1%+13.6pp |
| Annual return | -2.96% | 6.23%-9.2pp | 13.22%-16.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $2,252 | $2,946-23.5% | $5,151-56.3% | $1,882+19.7% |
| Participant deferral / active EE | $7,195 | $4,493+60.2% | $6,230+15.5% | $3,022+138.1% |
| Admin fee / account holder | $491 | $506-3.0% | $9,015-94.5% | $592-16.9% |