Filed January 21, 2000
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 06-1050034 | Contract Administrator | $67,300 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $55,759 |
Filed as: SERVATIUS, O'BRIEN & FONG LLP Service code 10 · EIN 45-5514068 | Accounting | $22,000 |
Filed as: LOCKTON INVESTMENT SECURITIES, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,337 | $130,141-55.2% | $86,677-32.7% | $77,904-25.1% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -12.74% | -12.75%0pp | 35.91%-48.7pp | 12.21%-24.9pp |
| Employer contribution / active EE | $2,236 | $3,220-30.6% | $2,836-21.2% | $2,848-21.5% |
| Participant deferral / active EE | $4,753 | $5,757-17.4% | $4,656+2.1% | $4,806-1.1% |
| Admin fee / account holder | $76 | $132-42.1% | $7,493-99.0% | $133-42.4% |