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 | $122,668 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $70,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,641 | $129,021+5.9% | $184,203-25.8% | $77,643+76.0% |
| Participation rate | 96.3% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.8pp |
| Annual return | 14.37% | 33.27%-18.9pp | 28.81%-14.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,056 | $4,413-30.7% | $6,427-52.5% | $2,726+12.1% |
| Participant deferral / active EE | $10,805 | $7,297+48.1% | $9,131+18.3% | $4,647+132.5% |
| Admin fee / account holder | $325 | $254+28.2% | $13,901-97.7% | $430-24.4% |