Filed November 16, 2001
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 year Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $23,270 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 46-4091337 | Contract Administrator | $17,569 |
NEWSQUARE CAPITAL, LLC1 year Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $15,513 |
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 | $87,500 | $65,376+33.8% | $87,100+0.5% | $65,185+34.2% |
| Participation rate | 75.0% | 75.3%-0.3pp | 76.9%-1.9pp | 70.2%+4.8pp |
| Annual return | 23.58% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,342 | $1,822+28.5% | $2,521-7.1% | $2,177+7.6% |
| Participant deferral / active EE | $4,329 | $3,388+27.8% | $4,049+6.9% | $3,514+23.2% |
| Admin fee / account holder | $619 | $520+19.2% | $7,497-91.7% | $847-26.9% |