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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $40,200 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $21,784 |
NEWSQUARE CAPITAL, LLC4 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $14,523 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,722 | $71,883+8.1% | $86,677-10.3% | $68,494+13.5% |
| Participation rate | 80.7% | 72.2%+8.5pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -19.23% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,978 | $2,173+37.1% | $2,836+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $6,982 | $3,779+84.8% | $4,656+50.0% | $4,027+73.4% |
| Admin fee / account holder | $665 | $6,112-89.1% | $7,493-91.1% | $5,403-87.7% |