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 LLC7+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $51,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,692 | $86,286+20.2% | $111,297-6.8% | $85,850+20.8% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 11.70% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $383 | $2,043-81.2% | $2,731-86.0% | $2,565-85.1% |
| Participant deferral / active EE | $4,068 | $3,641+11.7% | $4,487-9.3% | $3,952+2.9% |
| Admin fee / account holder | $455 | $8,188-94.4% | $7,964-94.3% | $6,260-92.7% |