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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,978 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $110,000 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $46,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,913 | $124,732+15.4% | $180,183-20.1% | $85,563+68.2% |
| Participation rate | 97.9% | 83.2%+14.7pp | 77.4%+20.5pp | 66.0%+31.9pp |
| Annual return | 17.07% | 17.73%-0.7pp | 27.86%-10.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $5,242 | $5,370-2.4% | $5,039+4.0% | $2,654+97.6% |
| Participant deferral / active EE | $8,754 | $7,763+12.8% | $6,822+28.3% | $4,375+100.1% |
| Admin fee / account holder | $217 | $294-26.0% | $19,975-98.9% | $834-73.9% |