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 | $23,062 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,597 |
VRAKAS S.C.5 years Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $9,603 |
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 | $151,939 | $71,516+112.5% | $98,439+54.3% | $71,457+112.6% |
| Participation rate | 82.5% | 72.7%+9.8pp | 75.2%+7.3pp | 67.9%+14.5pp |
| Annual return | 15.34% | 32.41%-17.1pp | 21.16%-5.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,415 | $2,399-41.0% | $3,048-53.6% | $2,588-45.3% |
| Participant deferral / active EE | $3,864 | $4,109-6.0% | $4,738-18.5% | $4,289-9.9% |
| Admin fee / account holder | $324 | $1,675-80.7% | $8,948-96.4% | $1,587-79.6% |