Filed March 15, 2018
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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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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 37 · EIN 04-2647786 | Loan Processing | $34,373 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $20,000 |
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 | $93,423 | $87,870+6.3% | $113,168-17.4% | $74,304+25.7% |
| Participation rate | 97.4% | 70.7%+26.7pp | 76.6%+20.9pp | 60.3%+37.1pp |
| Annual return | 15.02% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,846 | $2,277-18.9% | $2,975-37.9% | $2,241-17.6% |
| Participant deferral / active EE | $5,295 | $4,241+24.9% | $5,107+3.7% | $3,767+40.5% |
| Admin fee / account holder | $237 | $3,368-93.0% | $12,068-98.0% | $2,969-92.0% |