Filed January 21, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $205,715 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $79,401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,663 | $129,021+27.6% | $184,203-10.6% | $77,643+112.1% |
| Participation rate | 97.2% | 87.3%+9.8pp | 86.8%+10.3pp | 70.6%+26.6pp |
| Annual return | 22.77% | 33.27%-10.5pp | 28.81%-6.0pp | 31.24%-8.5pp |
| Employer contribution / active EE | $7,289 | $4,413+65.2% | $6,427+13.4% | $2,726+167.4% |
| Participant deferral / active EE | $12,826 | $7,297+75.8% | $9,131+40.5% | $4,647+176.0% |
| Admin fee / account holder | $270 | $254+6.2% | $13,901-98.1% | $430-37.4% |