Filed September 2, 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 7-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 | $297,533 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,753 |
Service code 49 · EIN 74-2794194 | Other Services | $10,819 |
CREATIVE PLANNING LLC1 year 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,745 | $81,357-63.4% | $75,972-60.8% | $199,593-85.1% |
| Participation rate | 41.2% | 69.9%-28.7pp | 69.1%-27.9pp | 72.0%-30.8pp |
| Annual return | 14.99% | 16.32%-1.3pp | 359.55%-344.6pp | 34.25%-19.3pp |
| Employer contribution / active EE | $680 | $3,341-79.7% | $2,685-74.7% | $3,034-77.6% |
| Participant deferral / active EE | $1,709 | $4,710-63.7% | $4,255-59.8% | $5,087-66.4% |
| Admin fee / account holder | $170 | $144+17.4% | $6,467-97.4% | $269-36.9% |