Filed December 1, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 14 · EIN 85-4519624 | Plan Administrator | $58,000 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $39,409 |
PEGGY S. EDGE, CPA, LLC2 years Filed as: PEGGY S EDGE Service code 14 · EIN 26-4221663 | Plan Administrator | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,629 | $108,549+43.4% | $156,263-0.4% | $85,563+81.9% |
| Participation rate | 51.6% | 77.1%-25.5pp | 78.9%-27.4pp | 66.0%-14.4pp |
| Annual return | 15.12% | 21.79%-6.7pp | 59.47%-44.3pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,107 | $2,690-58.8% | $4,333-74.4% | $2,654-58.3% |
| Participant deferral / active EE | $2,799 | $4,800-41.7% | $6,158-54.6% | $4,375-36.0% |
| Admin fee / account holder | $379 | $650-41.7% | $14,255-97.3% | $834-54.6% |