Filed December 24, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,202 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-8874282 | Consulting | $8,782 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,904 | $65,061+12.1% | $143,757-49.3% | $66,914+9.0% |
| Participation rate | 54.0% | 65.2%-11.2pp | 80.3%-26.3pp | 69.8%-15.8pp |
| Annual return | -13.51% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,932 | $2,361-18.2% | $4,951-61.0% | $2,544-24.1% |
| Participant deferral / active EE | $2,936 | $2,919+0.6% | $5,637-47.9% | $4,237-30.7% |
| Admin fee / account holder | $146 | $502-70.9% | $14,673-99.0% | $593-75.4% |