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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $127,390 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 43-1270780 | Consulting | $60,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,843 | $96,486+29.4% | $153,485-18.7% | $77,643+60.8% |
| Participation rate | 97.6% | 81.6%+15.9pp | 77.1%+20.5pp | 70.6%+27.0pp |
| Annual return | 14.65% | 14.44%+0.2pp | 15.65%-1.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5,742 | $5,224+9.9% | $5,039+14.0% | $2,726+110.6% |
| Participant deferral / active EE | $8,523 | $6,609+29.0% | $6,757+26.1% | $4,647+83.4% |
| Admin fee / account holder | $139 | $182-24.1% | $12,724-98.9% | $430-67.8% |