Filed October 15, 2013
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 | $61,411 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,821 |
Filed as: ALPHA CAPITAL MANAGEMENT GROUP Service code 27 · EIN 47-4360318 | Advisory (Plan) | $14,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,075 | $156,318-18.1% | $145,433-11.9% | - |
| Participation rate | 99.0% | 68.6%+30.4pp | 82.1%+16.9pp | - |
| Annual return | 14.65% | 26.27%-11.6pp | 66.58%-51.9pp | - |
| Employer contribution / active EE | $4,045 | $3,387+19.4% | $4,554-11.2% | - |
| Participant deferral / active EE | $11,557 | $6,196+86.5% | $7,897+46.3% | - |
| Admin fee / account holder | $480 | $8,746-94.5% | $13,129-96.3% | - |