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 | $33,629 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $25,781 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,906 | $50,815+78.9% | $155,509-41.5% | $77,643+17.1% |
| Participation rate | 45.9% | 63.1%-17.2pp | 78.2%-32.3pp | 70.6%-24.7pp |
| Annual return | 12.29% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,469 | $1,993-26.3% | $4,672-68.6% | $2,726-46.1% |
| Participant deferral / active EE | $2,450 | $2,822-13.2% | $5,626-56.5% | $4,647-47.3% |
| Admin fee / account holder | $172 | $437-60.5% | $15,912-98.9% | $430-59.9% |