Filed July 27, 2006 (most recent of 2 filings on file)
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 | $115,159 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $97,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,037 | $104,829-25.6% | $142,942-45.4% | $79,634-2.0% |
| Participation rate | 94.7% | 66.2%+28.6pp | 76.8%+17.9pp | 62.5%+32.2pp |
| Annual return | 17.89% | 15.48%+2.4pp | 113.70%-95.8pp | 36.46%-18.6pp |
| Employer contribution / active EE | $2,502 | $3,867-35.3% | $4,139-39.6% | $2,529-1.1% |
| Participant deferral / active EE | $6,021 | $5,222+15.3% | $7,128-15.5% | $3,835+57.0% |
| Admin fee / account holder | $211 | $887-76.2% | $12,475-98.3% | $1,002-78.9% |