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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $14,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,334 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,014 | $59,186-27.3% | $76,768-44.0% | $56,287-23.6% |
| Participation rate | 96.7% | 75.2%+21.4pp | 77.0%+19.7pp | 69.9%+26.8pp |
| Annual return | -3.65% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,995 | $1,759+13.4% | $2,485-19.7% | $2,111-5.5% |
| Participant deferral / active EE | $3,716 | $3,255+14.2% | $3,852-3.5% | $3,350+10.9% |
| Admin fee / account holder | $157 | $489-67.8% | $6,675-97.6% | $521-69.8% |