Filed August 13, 1
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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREARTIVE PLANNING HOLDCO DBA CR PL Service code 27 5454 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,833 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,406 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 28 · EIN 36-3429602 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $3,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,671 | $73,360-41.8% | $177,989-76.0% | $74,495-42.7% |
| Participation rate | 91.4% | 66.6%+24.8pp | 77.1%+14.3pp | 67.2%+24.2pp |
| Annual return | 11.55% | 17.49%-5.9pp | 294.48%-282.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $5,363 | $2,216+142.0% | $3,949+35.8% | $2,623+104.5% |
| Participant deferral / active EE | $1,790 | $4,513-60.3% | $6,276-71.5% | $4,346-58.8% |
| Admin fee / account holder | $309 | $1,808-82.9% | $10,363-97.0% | $1,942-84.1% |