Filed June 25, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,954 | $95,274+68.9% | $135,903+18.4% | $74,419+116.3% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+15.0pp | 70.7%+26.1pp |
| Annual return | 22.21% | 32.77%-10.6pp | 68.23%-46.0pp | 34.38%-12.2pp |
| Employer contribution / active EE | $6,419 | $3,874+65.7% | $4,856+32.2% | $2,637+143.4% |
| Participant deferral / active EE | $7,098 | $7,782-8.8% | $7,758-8.5% | $4,528+56.8% |
| Admin fee / account holder | $61 | $266-77.0% | $10,762-99.4% | $348-82.4% |