Filed January 19, 2006 (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 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 LLC5+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,795 | $65,376+57.2% | $87,100+18.0% | $65,185+57.7% |
| Participation rate | 94.9% | 75.3%+19.6pp | 76.9%+18.0pp | 70.2%+24.7pp |
| Annual return | 19.86% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,680 | $1,822-7.8% | $2,521-33.4% | $2,177-22.8% |
| Participant deferral / active EE | $3,787 | $3,388+11.8% | $4,049-6.5% | $3,514+7.8% |
| Admin fee / account holder | $333 | $520-35.9% | $7,497-95.6% | $847-60.7% |