Filed March 18, 2008 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,547 |
WHITLEY PENN LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $86,180 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 16 · EIN 84-4519624 | Consulting | $58,812 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,248 | $121,719-53.8% | $154,803-63.7% | $140,769-60.0% |
| Participation rate | 93.2% | 76.3%+16.9pp | 78.1%+15.1pp | 74.2%+19.0pp |
| Annual return | 21.10% | 19.22%+1.9pp | 58.88%-37.8pp | 16.82%+4.3pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $6,224 | $5,384+15.6% | $5,540+12.3% | $6,717-7.3% |
| Admin fee / account holder | $0 | $71-99.6% | $14,329-100.0% | $229-99.9% |