Filed April 4, 2023 (most recent of 2 filings on file)
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 | $123,664 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,912 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $28,408 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,751 | $71,142-13.2% | $119,609-48.4% | $64,808-4.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 79.3%+15.7pp | 71.5%+23.5pp |
| Annual return | -20.23% | -10.01%-10.2pp | -14.97%-5.3pp | 32.82%-53.0pp |
| Employer contribution / active EE | $2,709 | $2,497+8.5% | $4,232-36.0% | $2,506+8.1% |
| Participant deferral / active EE | $4,226 | $4,490-5.9% | $5,602-24.6% | $4,310-2.0% |
| Admin fee / account holder | $248 | $162+52.9% | $10,323-97.6% | $188+32.0% |