Filed August 15, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $108,537 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $56,211 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,397 | $191,300-22.9% | $103,486+42.4% | $199,960-26.3% |
| Participation rate | 99.3% | 93.4%+5.9pp | 80.5%+18.7pp | 72.0%+27.3pp |
| Annual return | 13.78% | 15.75%-2.0pp | 23.93%-10.1pp | 34.28%-20.5pp |
| Employer contribution / active EE | $7,375 | $6,666+10.6% | $4,679+57.6% | $3,036+142.9% |
| Participant deferral / active EE | $11,217 | $10,452+7.3% | $6,628+69.2% | $5,087+120.5% |
| Admin fee / account holder | $129 | $115+11.8% | $9,354-98.6% | $269-52.2% |