Filed September 21, 2023 (most recent of 4 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 |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $31,229 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,764 |
Employer contribution per participant 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 | $130,300 | $131,799-1.1% | $200,582-35.0% | $85,563+52.3% |
| Participation rate | 96.7% | 87.9%+8.7pp | 86.9%+9.8pp | 66.0%+30.7pp |
| Annual return | 19.00% | 21.59%-2.6pp | 42.33%-23.3pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,491 | $4,532-67.1% | $6,419-76.8% | $2,654-43.8% |
| Participant deferral / active EE | $6,540 | $7,702-15.1% | $9,331-29.9% | $4,375+49.5% |
| Admin fee / account holder | $72 | $235-69.4% | $16,305-99.6% | $834-91.4% |