Filed June 25, 2024 (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 |
|---|---|---|
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $23,483 |
WIPFLI LLP5 years Service code 15 · EIN 39-0758449 | Recordkeeping | $18,997 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,326 | $102,553-38.3% | $151,611-58.2% | $66,914-5.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.11% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,077 | $4,180-50.3% | $6,166-66.3% | $2,544-18.4% |
| Participant deferral / active EE | $5,352 | $6,641-19.4% | $8,363-36.0% | $4,237+26.3% |
| Admin fee / account holder | $396 | $630-37.1% | $11,616-96.6% | $593-33.2% |