Filed October 25, 1996
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 LLC1 year Filed as: CREATIVE PLANNING INC. Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $27,063 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $26,250 |
CW ASSOCIATES5 years Filed as: CW ASSOCIATES, CPAS Service code 10 · EIN 26-1659234 | Accounting | $9,687 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 71 1801 E CABRILLO BLVD · SANTA BARBARA, CA 93108 | Brokerage Fees | $6,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,199 | $52,293+124.1% | $178,490-34.3% | $73,409+59.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.67% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,057 | $1,735+18.6% | $5,011-58.9% | $2,234-7.9% |
| Participant deferral / active EE | $4,558 | $2,332+95.4% | $5,202-12.4% | $3,805+19.8% |
| Admin fee / account holder | $45 | $127-65.0% | $13,984-99.7% | $158-71.8% |