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 LLC9+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $36,893 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,007 | $76,050+14.4% | $96,544-9.9% | $71,457+21.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 76.0%+18.2pp | 67.9%+26.2pp |
| Annual return | 13.75% | 22.81%-9.1pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $434 | $2,244-80.7% | $2,965-85.4% | $2,588-83.2% |
| Participant deferral / active EE | $3,758 | $4,215-10.9% | $4,851-22.5% | $4,289-12.4% |
| Admin fee / account holder | $305 | $2,707-88.7% | $8,252-96.3% | $1,587-80.8% |