Filed November 3, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $454,815 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $24,463 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,192 | $151,876-5.1% | $113,168+27.4% | $117,739+22.5% |
| Participation rate | 96.3% | 92.5%+3.7pp | 76.6%+19.7pp | 76.6%+19.6pp |
| Annual return | 28.31% | 15.75%+12.6pp | 24.27%+4.0pp | 17.29%+11.0pp |
| Employer contribution / active EE | $2,743 | $4,598-40.3% | $2,975-7.8% | $3,746-26.8% |
| Participant deferral / active EE | $5,142 | $7,767-33.8% | $5,107+0.7% | $6,128-16.1% |
| Admin fee / account holder | $56 | $70-20.0% | $12,068-99.5% | $112-50.0% |