Filed June 17, 2014
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 26 · EIN 43-1270780 | Advisory (Participants) | $17,855 |
Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $7,893 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,205 | $71,883-30.2% | $86,677-42.1% | $68,494-26.7% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -15.51% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,250 | $2,173+3.6% | $2,836-20.7% | $2,596-13.3% |
| Participant deferral / active EE | $6,401 | $3,779+69.4% | $4,656+37.5% | $4,027+58.9% |
| Admin fee / account holder | $224 | $6,112-96.3% | $7,493-97.0% | $5,403-95.9% |