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 LLC6 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $34,371 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $24,998 |
NEWSQUARE CAPITAL, LLC6 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $22,914 |
Filed as: GROSS MENDELSOHN Service code 10 · EIN 52-0982413 | Accounting | $17,818 |
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 | $107,174 | $79,171+35.4% | $102,423+4.6% | $74,495+43.9% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 16.10% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,716 | $2,362+15.0% | $3,023-10.2% | $2,623+3.6% |
| Participant deferral / active EE | $5,133 | $4,415+16.3% | $5,053+1.6% | $4,346+18.1% |
| Admin fee / account holder | $856 | $2,001-57.2% | $9,451-90.9% | $1,942-55.9% |