Filed December 30, 1998
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+ years Filed as: CREATIVE PLANNING SERVICES Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,427 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $19,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,492 | $22,714-1.0% | $59,496-62.2% | $55,191-59.2% |
| Participation rate | 15.5% | 37.5%-22.0pp | 54.6%-39.1pp | 69.2%-53.7pp |
| Annual return | -3.75% | -44.01%+40.3pp | 182.05%-185.8pp | 10.78%-14.5pp |
| Employer contribution / active EE | $91 | $418-78.1% | $1,153-92.1% | $1,899-95.2% |
| Participant deferral / active EE | $428 | $843-49.2% | $1,829-76.6% | $3,046-85.9% |
| Admin fee / account holder | $228 | $83+173.5% | $2,232-89.8% | $91+151.1% |