Filed August 24, 2023 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,798 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 20-8874282 | Consulting | $30,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 43-1270780 | Consulting | $15,000 |
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 | $98,419 | $108,592-9.4% | $129,110-23.8% | $77,904+26.3% |
| Participation rate | 96.0% | 84.8%+11.3pp | 77.3%+18.8pp | 73.7%+22.4pp |
| Annual return | -16.67% | -13.72%-3.0pp | -10.94%-5.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $4,754 | $5,713-16.8% | $5,052-5.9% | $2,848+66.9% |
| Participant deferral / active EE | $7,781 | $7,051+10.4% | $6,542+18.9% | $4,806+61.9% |
| Admin fee / account holder | $111 | $91+21.8% | $14,302-99.2% | $133-16.1% |