Filed March 24, 2021 (most recent of 3 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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $31,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,848 |
REDPATH AND COMPANY2 years Filed as: REDPATH AND COMPANY LLC Service code 10 · EIN 92-0370318 | Accounting | $12,600 |
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 | $92,220 | $109,881-16.1% | $150,045-38.5% | $84,808+8.7% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 18.14% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,291 | $3,561-35.7% | $4,693-51.2% | $2,631-12.9% |
| Participant deferral / active EE | $10,901 | $6,636+64.3% | $7,997+36.3% | $4,212+158.8% |
| Admin fee / account holder | $471 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |