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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $133,815 |
WIPFLI LLP10+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $51,529 |
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 | $75,624 | $50,815+48.8% | $155,509-51.4% | $77,643-2.6% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.6pp | 70.6%+26.3pp |
| Annual return | 12.27% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,702 | $1,993-14.6% | $4,672-63.6% | $2,726-37.6% |
| Participant deferral / active EE | $3,797 | $2,822+34.5% | $5,626-32.5% | $4,647-18.3% |
| Admin fee / account holder | $179 | $437-59.0% | $15,912-98.9% | $430-58.4% |