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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,736 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $18,125 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 60 | Sub-TA Fees | $0 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,295 | $68,330-24.9% | $149,740-65.7% | $96,393-46.8% |
| Participation rate | 92.0% | 74.6%+17.4pp | 78.8%+13.2pp | 71.3%+20.7pp |
| Annual return | 19.77% | 29.64%-9.9pp | 134.51%-114.7pp | 22.88%-3.1pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $5,710 | $4,422+29.1% | $5,683+0.5% | $5,455+4.7% |
| Admin fee / account holder | $0 | $52-99.3% | $13,222-100.0% | $74-99.5% |