Filed February 24, 2016 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $15,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES, P.C. Service code 10 · EIN 20-5861398 | Accounting | $7,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,817 | $65,946+40.7% | $81,783+13.5% | $77,671+19.5% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.4%+25.9pp | 70.6%+27.6pp |
| Annual return | 12.84% | 26.65%-13.8pp | 775.05%-762.2pp | 31.21%-18.4pp |
| Employer contribution / active EE | $0 | $2,371-100.0% | $2,913-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,787 | $3,507+93.5% | $4,320+57.1% | $4,648+46.0% |
| Admin fee / account holder | $42 | $527-92.1% | $7,380-99.4% | $430-90.3% |