Filed February 17, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $155,031 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,650 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,811 | $63,770-53.3% | $71,209-58.1% | $102,872-71.0% |
| Participation rate | 88.1% | 61.0%+27.1pp | 73.8%+14.4pp | 73.0%+15.1pp |
| Annual return | 19.87% | 16.01%+3.9pp | 282.51%-262.6pp | 19.06%+0.8pp |
| Employer contribution / active EE | $471 | $2,367-80.1% | $2,721-82.7% | $3,526-86.7% |
| Participant deferral / active EE | $3,424 | $3,587-4.5% | $4,175-18.0% | $5,535-38.1% |
| Admin fee / account holder | $92 | $220-58.2% | $5,349-98.3% | $292-68.6% |