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 | $146,882 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $66,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,049 | $89,436-1.6% | $164,813-46.6% | $77,643+13.4% |
| Participation rate | 96.3% | 78.6%+17.7pp | 78.6%+17.7pp | 70.6%+25.7pp |
| Annual return | 17.09% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,193 | $2,569+24.3% | $4,341-26.4% | $2,726+17.1% |
| Participant deferral / active EE | $4,722 | $4,897-3.6% | $6,031-21.7% | $4,647+1.6% |
| Admin fee / account holder | $307 | $339-9.5% | $12,690-97.6% | $430-28.6% |