Filed June 17, 2016
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $109,076 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,581 | $36,728-44.0% | $56,441-63.5% | $99,061-79.2% |
| Participation rate | 15.4% | 25.4%-10.0pp | 52.5%-37.1pp | 71.6%-56.2pp |
| Annual return | 23.41% | 14.66%+8.7pp | 1704.21%-1680.8pp | 17.66%+5.7pp |
| Employer contribution / active EE | $97 | $415-76.6% | $1,039-90.7% | $3,261-97.0% |
| Participant deferral / active EE | $512 | $1,058-51.6% | $1,953-73.8% | $5,331-90.4% |
| Admin fee / account holder | $106 | $113-6.3% | $2,829-96.3% | $109-2.7% |