Filed January 21, 2010
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 LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $91,487 |
WIPFLI LLP9+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $50,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,080 | $47,126+55.1% | $149,673-51.2% | $74,419-1.8% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.6pp |
| Annual return | 16.60% | 22.75%-6.2pp | 134.42%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,382 | $1,905+25.0% | $4,818-50.6% | $2,637-9.7% |
| Participant deferral / active EE | $3,594 | $2,728+31.8% | $5,680-36.7% | $4,528-20.6% |
| Admin fee / account holder | $140 | $343-59.2% | $13,210-98.9% | $348-59.8% |