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 LLC2 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $23,257 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 46-4091337 | Contract Administrator | $17,247 |
NEWSQUARE CAPITAL, LLC2 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $15,438 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,794 | $73,638+35.5% | $95,952+4.0% | $73,488+35.8% |
| Participation rate | 78.7% | 76.2%+2.5pp | 77.1%+1.6pp | 70.7%+8.0pp |
| Annual return | 16.16% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,536 | $1,863+36.1% | $2,541-0.2% | $2,270+11.7% |
| Participant deferral / active EE | $4,806 | $3,617+32.9% | $4,167+15.3% | $3,740+28.5% |
| Admin fee / account holder | $576 | $482+19.4% | $6,795-91.5% | $513+12.2% |