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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $35,458 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758449 | Recordkeeping | $31,144 |
HAWKINS ASH CPAS2 years Filed as: HAKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,208 | $122,239-32.7% | $184,203-55.4% | $74,495+10.4% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 10.19% | 19.95%-9.8pp | 28.81%-18.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,031 | $4,537-55.2% | $6,427-68.4% | $2,623-22.6% |
| Participant deferral / active EE | $5,490 | $7,139-23.1% | $9,131-39.9% | $4,346+26.3% |
| Admin fee / account holder | $590 | $1,260-53.1% | $13,901-95.8% | $1,942-69.6% |