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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $81,447 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,401 | $86,897+9.8% | $151,611-37.1% | $64,808+47.2% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.5%+8.4pp | 71.5%+24.4pp |
| Annual return | -15.73% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,086 | $4,010-23.1% | $6,166-50.0% | $2,506+23.1% |
| Participant deferral / active EE | $10,323 | $6,690+54.3% | $8,363+23.4% | $4,310+139.5% |
| Admin fee / account holder | $215 | $153+40.8% | $11,616-98.1% | $188+14.7% |