Filed June 16, 2018
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 60 · EIN 04-2647786 | Sub-TA Fees | $25,249 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $16,117 |
VRAKAS S.C.4 years Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $9,148 |
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 | $140,350 | $72,607+93.3% | $90,749+54.7% | $66,914+109.7% |
| Participation rate | 87.1% | 73.7%+13.4pp | 75.7%+11.4pp | 69.8%+17.3pp |
| Annual return | -14.74% | -12.28%-2.5pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,555 | $2,369-34.4% | $2,921-46.8% | $2,544-38.9% |
| Participant deferral / active EE | $4,298 | $3,977+8.1% | $4,564-5.8% | $4,237+1.4% |
| Admin fee / account holder | $348 | $707-50.7% | $8,445-95.9% | $593-41.3% |