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 | $91,402 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $82,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,405 | $100,227+19.1% | $169,993-29.8% | $74,419+60.5% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.6pp |
| Annual return | 17.75% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,616 | $4,263-38.6% | $6,785-61.4% | $2,637-0.8% |
| Participant deferral / active EE | $9,204 | $7,143+28.9% | $10,408-11.6% | $4,528+103.3% |
| Admin fee / account holder | $277 | $234+18.0% | $12,815-97.8% | $348-20.5% |