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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $21,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,914 | $76,112-37.0% | $96,534-50.4% | $71,511-33.0% |
| Participation rate | 94.4% | 74.4%+20.0pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 15.32% | 22.81%-7.5pp | 25.88%-10.6pp | 28.86%-13.5pp |
| Employer contribution / active EE | $2,076 | $2,248-7.7% | $2,965-30.0% | $2,589-19.8% |
| Participant deferral / active EE | $4,291 | $4,217+1.8% | $4,851-11.5% | $4,2910% |
| Admin fee / account holder | $122 | $2,708-95.5% | $8,253-98.5% | $1,588-92.3% |