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 LLC3+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $131,241 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,331 |
RELIANCE TRUST COMPANY3+ 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.)
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 | $78,189 | $81,537-4.1% | $149,718-47.8% | $69,631+12.3% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.1%+2.0pp | 70.7%+18.4pp |
| Annual return | 20.31% | 22.79%-2.5pp | 1501.63%-1481.3pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $2,843 | $3,239-12.2% | $5,445-47.8% | $2,032+39.9% |
| Participant deferral / active EE | $7,800 | $4,994+56.2% | $6,569+18.7% | $3,224+142.0% |
| Admin fee / account holder | $522 | $107+388.7% | $11,283-95.4% | $110+372.9% |