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 | $107,682 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 43-1270780 | Consulting | $75,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,800 | $126,111-12.9% | $142,449-22.9% | $80,160+37.0% |
| Participation rate | 97.2% | 87.5%+9.6pp | 76.8%+20.4pp | 72.9%+24.2pp |
| Annual return | 17.73% | 23.39%-5.7pp | 19.99%-2.3pp | 40.38%-22.7pp |
| Employer contribution / active EE | $5,548 | $6,430-13.7% | $4,847+14.5% | $2,978+86.3% |
| Participant deferral / active EE | $8,428 | $7,822+7.8% | $6,283+34.1% | $5,017+68.0% |
| Admin fee / account holder | $131 | $92+42.4% | $10,011-98.7% | $145-9.3% |