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 LLC2 years Filed as: CREATIVE PLANNING INC. Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $49,414 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,641 |
LPL FINANCIAL1 year Filed as: WADDELL & REID INC Service code 27 6300 LAMAR AVE · OVERLAND PARK, KS 66202 | Advisory (Plan) | $16,896 |
CW ASSOCIATES6 years Filed as: CW ASSOCIATES, CPAS Service code 10 700 BISHOP STREET SUITE 1040 · HONOLULU, HI 96813 | Accounting | $9,999 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 71 1801 E CABRILLO BLVD · SANTA BARBARA, CA 93108 | Brokerage Fees | $8,056 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,493 | $56,485+118.6% | $185,823-33.5% | $86,799+42.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 9.69% | 118.04%-108.3pp | 122.05%-112.4pp | 97.91%-88.2pp |
| Employer contribution / active EE | $2,204 | $1,843+19.6% | $5,167-57.3% | $2,405-8.4% |
| Participant deferral / active EE | $5,254 | $2,553+105.8% | $5,568-5.6% | $4,131+27.2% |
| Admin fee / account holder | $64 | $150-56.9% | $16,237-99.6% | $170-62.0% |