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 | $131,217 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $58,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,141 | $91,372-17.8% | $129,995-42.2% | $74,419+1.0% |
| Participation rate | 95.4% | 77.8%+17.6pp | 78.5%+16.9pp | 70.7%+24.6pp |
| Annual return | 21.11% | 23.21%-2.1pp | -137.18%+158.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,112 | $2,563+21.4% | $4,320-28.0% | $2,637+18.0% |
| Participant deferral / active EE | $4,594 | $4,721-2.7% | $5,820-21.1% | $4,528+1.4% |
| Admin fee / account holder | $271 | $283-4.3% | $10,614-97.4% | $348-22.1% |