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 LLP6 years Service code 15 · EIN 39-0758449 | Recordkeeping | $30,773 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $24,125 |
HAWKINS ASH CPAS1 year Filed as: HAKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $8,250 |
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 | $77,015 | $130,194-40.8% | $169,993-54.7% | $71,457+7.8% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 16.50% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,956 | $4,381-55.3% | $6,785-71.2% | $2,588-24.4% |
| Participant deferral / active EE | $5,206 | $6,923-24.8% | $10,408-50.0% | $4,289+21.4% |
| Admin fee / account holder | $506 | $966-47.6% | $12,815-96.1% | $1,587-68.1% |