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 | $56,734-47.5% | $68,368-56.4% | $103,975-71.3% |
| Participation rate | 88.1% | 61.6%+26.6pp | 73.8%+14.4pp | 72.5%+15.6pp |
| Annual return | 19.87% | 13.73%+6.1pp | 292.57%-272.7pp | 19.41%+0.5pp |
| Employer contribution / active EE | $471 | $1,867-74.8% | $2,649-82.2% | $3,722-87.4% |
| Participant deferral / active EE | $3,424 | $2,940+16.4% | $4,123-17.0% | $5,343-35.9% |
| Admin fee / account holder | $92 | $263-65.1% | $5,150-98.2% | $332-72.4% |