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 LLC5 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $28,764 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $23,781 |
NEWSQUARE CAPITAL, LLC5 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $19,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,165 | $76,050+22.5% | $96,544-3.5% | $71,457+30.4% |
| Participation rate | 87.8% | 74.4%+13.4pp | 76.0%+11.9pp | 67.9%+19.9pp |
| Annual return | 19.32% | 22.81%-3.5pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,605 | $2,244+16.1% | $2,965-12.1% | $2,588+0.7% |
| Participant deferral / active EE | $5,090 | $4,215+20.7% | $4,851+4.9% | $4,289+18.7% |
| Admin fee / account holder | $613 | $2,707-77.4% | $8,252-92.6% | $1,587-61.4% |