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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 5400 W 110TH ST · OVERLAND, KS 66211 | Contract Administrator | $17,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,708 | $58,895-24.1% | $178,503-75.0% | $73,497-39.2% |
| Participation rate | 67.6% | 66.2%+1.4pp | 81.9%-14.3pp | 70.7%-3.1pp |
| Annual return | 16.87% | 24.86%-8.0pp | 151.12%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,175 | $2,236-2.7% | $5,011-56.6% | $2,270-4.2% |
| Participant deferral / active EE | $3,682 | $2,567+43.4% | $5,202-29.2% | $3,740-1.5% |
| Admin fee / account holder | $156 | $400-61.1% | $13,987-98.9% | $513-69.6% |