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 LLC6+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,141 | $78,422+41.7% | $95,952+15.8% | $79,858+39.2% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.2pp |
| Annual return | 13.22% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,604 | $1,945-17.6% | $2,541-36.9% | $2,471-35.1% |
| Participant deferral / active EE | $3,898 | $3,440+13.3% | $4,167-6.5% | $3,740+4.2% |
| Admin fee / account holder | $340 | $5,622-93.9% | $6,795-95.0% | $5,306-93.6% |