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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $22,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,731 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,887 | $73,638-35.0% | $95,960-50.1% | $73,493-34.8% |
| Participation rate | 96.0% | 76.2%+19.8pp | 77.1%+18.9pp | 70.7%+25.3pp |
| Annual return | 12.83% | 16.78%-4.0pp | 91.63%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,806 | $1,863-3.1% | $2,541-28.9% | $2,270-20.4% |
| Participant deferral / active EE | $3,505 | $3,617-3.1% | $4,167-15.9% | $3,740-6.3% |
| Admin fee / account holder | $134 | $482-72.3% | $6,797-98.0% | $513-73.9% |