Filed January 21, 2022
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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,273 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $76,328 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,358 | $100,227+33.1% | $169,993-21.6% | $74,419+79.2% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 19.64% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $7,932 | $4,263+86.1% | $6,785+16.9% | $2,637+200.8% |
| Participant deferral / active EE | $12,364 | $7,143+73.1% | $10,408+18.8% | $4,528+173.0% |
| Admin fee / account holder | $232 | $234-1.1% | $12,815-98.2% | $348-33.4% |