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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,168 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,860 | $78,485-16.1% | $106,213-38.0% | $74,495-11.6% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.7pp |
| Annual return | 21.39% | 15.95%+5.4pp | 116.14%-94.7pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $2,548 | $2,523+1.0% | $3,171-19.7% | $2,623-2.9% |
| Participant deferral / active EE | $7,307 | $4,322+69.1% | $5,016+45.7% | $4,346+68.1% |
| Admin fee / account holder | $384 | $2,232-82.8% | $11,033-96.5% | $1,942-80.2% |