Filed October 30, 2003
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 | $66,245 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,949 | $65,908+62.3% | $81,812+30.7% | $77,643+37.7% |
| Participation rate | 78.9% | 65.8%+13.1pp | 72.3%+6.6pp | 70.6%+8.4pp |
| Annual return | 15.75% | 26.64%-10.9pp | 773.79%-758.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,142 | $2,370+74.7% | $2,912+42.2% | $2,726+52.0% |
| Participant deferral / active EE | $7,359 | $3,505+109.9% | $4,319+70.4% | $4,647+58.4% |
| Admin fee / account holder | $151 | $526-71.3% | $7,386-98.0% | $430-64.9% |