Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,881 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,833 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY,LLC Service code 10 · EIN 20-2153727 | Accounting | $10,710 |
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 | $79,944 | $53,136+50.5% | $155,509-48.6% | $199,593-59.9% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 13.31% | 41.15%-27.8pp | 64.67%-51.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $2,639 | $1,851+42.6% | $4,672-43.5% | $3,034-13.0% |
| Participant deferral / active EE | $5,304 | $3,161+67.8% | $5,626-5.7% | $5,087+4.3% |
| Admin fee / account holder | $102 | $185-45.2% | $15,912-99.4% | $269-62.2% |