Filed August 29, 1990
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: CREATIVE PLANNING, INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,202 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,048 |
STERN BROTHERS1 year Filed as: STERN Service code 49 1044 MAIN ST · KANSAS CITY, MO 64105 | Other Services | $8,070 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,781 | $80,753+284.9% | $136,294+128.0% | $62,292+398.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.41% | 35.83%-8.4pp | 5155.94%-5128.5pp | 28.90%-1.5pp |
| Employer contribution / active EE | $16,344 | $2,884+466.8% | $4,695+248.1% | $2,042+700.3% |
| Participant deferral / active EE | $4,247 | $5,164-17.8% | $6,247-32.0% | $3,169+34.0% |
| Admin fee / account holder | $409 | $525-22.1% | $9,243-95.6% | $479-14.6% |