Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,314 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,801 | $50,902-43.4% | $155,534-81.5% | $77,736-63.0% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 37.22% | 34.85%+2.4pp | 64.92%-27.7pp | 31.26%+6.0pp |
| Employer contribution / active EE | $2,938 | $1,991+47.5% | $4,675-37.2% | $2,728+7.7% |
| Participant deferral / active EE | $7,273 | $2,824+157.5% | $5,630+29.2% | $4,651+56.4% |
| Admin fee / account holder | $114 | $437-73.9% | $15,900-99.3% | $433-73.7% |