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 LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,542 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $615 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $340 |
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 | $391,801 | $130,194+200.9% | $169,993+130.5% | $71,457+448.3% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.0%+6.8pp | 67.9%+25.9pp |
| Annual return | 23.02% | 20.37%+2.7pp | 53.37%-30.4pp | 28.85%-5.8pp |
| Employer contribution / active EE | $3,441 | $4,381-21.5% | $6,785-49.3% | $2,588+33.0% |
| Participant deferral / active EE | $12,434 | $6,923+79.6% | $10,408+19.5% | $4,289+189.9% |
| Admin fee / account holder | $244 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |