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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $260,221 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $14,675 |
SB & COMPANY, LLC5 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $11,500 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $88,021 | $50,127+75.6% | $149,673-41.2% | $80,160+9.8% |
| Participation rate | 90.1% | 64.3%+25.8pp | 78.8%+11.3pp | 72.9%+17.2pp |
| Annual return | 37.55% | 29.82%+7.7pp | 134.42%-96.9pp | 40.38%-2.8pp |
| Employer contribution / active EE | $3,815 | $1,865+104.6% | $4,818-20.8% | $2,978+28.1% |
| Participant deferral / active EE | $6,147 | $3,194+92.5% | $5,680+8.2% | $5,017+22.5% |
| Admin fee / account holder | $56 | $153-63.4% | $13,210-99.6% | $145-61.5% |