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 LLC8+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,893 | $71,883+16.7% | $86,677-3.2% | $68,494+22.5% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -16.02% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $855 | $2,173-60.6% | $2,836-69.8% | $2,596-67.1% |
| Participant deferral / active EE | $3,709 | $3,779-1.8% | $4,656-20.3% | $4,027-7.9% |
| Admin fee / account holder | $279 | $6,112-95.4% | $7,493-96.3% | $5,403-94.8% |