Filed July 31, 1995
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 | $225,927 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,870 | $47,202+18.4% | $93,606-40.3% | $99,062-43.6% |
| Participation rate | 32.0% | 57.3%-25.3pp | 68.7%-36.7pp | 71.6%-39.6pp |
| Annual return | 14.55% | 13.08%+1.5pp | 133.20%-118.6pp | 17.66%-3.1pp |
| Employer contribution / active EE | $161 | $1,134-85.8% | $2,420-93.4% | $3,262-95.1% |
| Participant deferral / active EE | $1,041 | $2,296-54.6% | $4,411-76.4% | $5,331-80.5% |
| Admin fee / account holder | $86 | $86-0.1% | $8,285-99.0% | $109-21.3% |