Filed October 3, 2017
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 | $106,730 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $65,375 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,636 | $80,724+235.3% | $103,333+161.9% | $74,495+263.3% |
| Participation rate | 97.1% | 65.7%+31.5pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 12.12% | 27.56%-15.4pp | 24.88%-12.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $23,199 | $3,157+634.8% | $3,868+499.8% | $2,623+784.5% |
| Participant deferral / active EE | $9,560 | $3,860+147.7% | $5,057+89.0% | $4,346+120.0% |
| Admin fee / account holder | $639 | $2,368-73.0% | $8,355-92.4% | $1,942-67.1% |