Filed March 10, 2015
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 |
|---|---|---|
CREATIVE PLANNING LLC9 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $187,607 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $8,012 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,755 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX BROADRIDGE Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $5,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,791 | $55,415+819.9% | $155,509+227.8% | $74,495+584.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.24% | 268.50%-254.3pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $27,376 | $2,267+1107.5% | $4,672+485.9% | $2,623+943.7% |
| Participant deferral / active EE | $21,275 | $2,836+650.2% | $5,626+278.1% | $4,346+389.5% |
| Admin fee / account holder | $1,566 | $1,738-9.9% | $15,912-90.2% | $1,942-19.4% |