Filed December 31, 1998
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,916 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $54,503 |
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 | $89,669 | $111,608-19.7% | $177,821-49.6% | $73,409+22.1% |
| Participation rate | 94.3% | 87.9%+6.5pp | 87.7%+6.6pp | 72.2%+22.1pp |
| Annual return | 17.18% | 18.23%-1.1pp | 48.32%-31.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,031 | $3,796+6.2% | $5,918-31.9% | $2,234+80.5% |
| Participant deferral / active EE | $10,185 | $6,199+64.3% | $7,714+32.0% | $3,805+167.6% |
| Admin fee / account holder | $281 | $166+69.6% | $12,427-97.7% | $158+77.8% |