Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,160 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,954 | $95,438+68.6% | $135,998+18.4% | $74,478+116.1% |
| Participation rate | 96.9% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 22.21% | 32.61%-10.4pp | 68.37%-46.2pp | 34.37%-12.2pp |
| Employer contribution / active EE | $6,419 | $3,878+65.5% | $4,860+32.1% | $2,637+143.4% |
| Participant deferral / active EE | $7,098 | $7,790-8.9% | $7,761-8.5% | $4,530+56.7% |
| Admin fee / account holder | $61 | $259-76.3% | $10,769-99.4% | $347-82.3% |