Filed July 30, 2006
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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $24,501 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $972 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $276 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,995 | $102,553+204.2% | $151,611+105.8% | $66,914+366.3% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.7pp | 69.8%+28.3pp |
| Annual return | -19.69% | -10.82%-8.9pp | 3.33%-23.0pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,585 | $4,180-14.2% | $6,166-41.9% | $2,544+40.9% |
| Participant deferral / active EE | $11,988 | $6,641+80.5% | $8,363+43.3% | $4,237+182.9% |
| Admin fee / account holder | $197 | $630-68.8% | $11,616-98.3% | $593-66.9% |