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 LLC5+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $149,970 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,807 | $88,515-8.7% | $162,163-50.2% | $67,579+19.6% |
| Participation rate | 89.9% | 86.8%+3.1pp | 87.6%+2.4pp | 71.3%+18.6pp |
| Annual return | 23.88% | 27.04%-3.2pp | 115.59%-91.7pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,666 | $3,563-25.2% | $5,614-52.5% | $2,148+24.1% |
| Participant deferral / active EE | $8,441 | $5,724+47.5% | $7,298+15.7% | $3,539+138.5% |
| Admin fee / account holder | $478 | $124+286.4% | $10,843-95.6% | $142+235.9% |