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 | $68,159 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $38,618 |
CREATIVE PLANNING LLC2 years 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 | $82,237 | $84,556-2.7% | $116,228-29.2% | $74,304+10.7% |
| Participation rate | 97.3% | 66.0%+31.3pp | 74.6%+22.7pp | 60.3%+36.9pp |
| Annual return | 16.80% | 18.35%-1.6pp | 90.06%-73.3pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,117 | $2,168+43.8% | $2,994+4.1% | $2,241+39.1% |
| Participant deferral / active EE | $8,860 | $3,814+132.3% | $4,953+78.9% | $3,767+135.2% |
| Admin fee / account holder | $520 | $3,792-86.3% | $11,989-95.7% | $2,969-82.5% |