Filed December 24, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,463 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $15,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,897 | $47,126+88.6% | $149,673-40.6% | $74,419+19.5% |
| Participation rate | 46.9% | 63.4%-16.5pp | 78.8%-31.8pp | 70.7%-23.8pp |
| Annual return | 15.07% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,729 | $1,905-9.2% | $4,818-64.1% | $2,637-34.4% |
| Participant deferral / active EE | $2,836 | $2,728+4.0% | $5,680-50.1% | $4,528-37.4% |
| Admin fee / account holder | $143 | $343-58.3% | $13,210-98.9% | $348-58.9% |