Filed March 25, 2002 (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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,971 | $102,872-28.1% | $136,749-45.9% | $102,872-28.1% |
| Participation rate | 89.4% | 73.0%+16.4pp | 72.1%+17.3pp | 73.0%+16.4pp |
| Annual return | 19.05% | 19.06%0pp | 24.33%-5.3pp | 19.06%0pp |
| Employer contribution / active EE | $1,950 | $3,526-44.7% | $3,400-42.6% | $3,526-44.7% |
| Participant deferral / active EE | $5,019 | $5,535-9.3% | $4,692+7.0% | $5,535-9.3% |
| Admin fee / account holder | $98 | $292-66.4% | $11,386-99.1% | $292-66.4% |