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 | $83,603 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING ING Service code 13 · EIN 43-1270780 | Contract Administrator | $81,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,794 | $111,491-3.3% | $189,513-43.1% | $86,799+24.2% |
| Participation rate | 94.7% | 87.3%+7.3pp | 87.8%+6.8pp | 72.3%+22.4pp |
| Annual return | 17.78% | 83.50%-65.7pp | 555.15%-537.4pp | 97.91%-80.1pp |
| Employer contribution / active EE | $3,829 | $3,951-3.1% | $6,162-37.9% | $2,405+59.2% |
| Participant deferral / active EE | $11,973 | $6,437+86.0% | $8,221+45.6% | $4,131+189.8% |
| Admin fee / account holder | $238 | $189+26.1% | $12,045-98.0% | $170+40.3% |