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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $21,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,422 | $65,453-24.5% | $86,698-43.0% | $66,938-26.2% |
| Participation rate | 90.7% | 75.5%+15.3pp | 76.6%+14.1pp | 69.8%+20.9pp |
| Annual return | -14.72% | -10.89%-3.8pp | 35.95%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,097 | $2,154-2.6% | $2,837-26.1% | $2,545-17.6% |
| Participant deferral / active EE | $4,186 | $4,102+2.0% | $4,656-10.1% | $4,238-1.2% |
| Admin fee / account holder | $141 | $642-78.0% | $7,493-98.1% | $594-76.2% |