Filed December 30, 2014 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,040 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $53,538 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $17,489 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,927 | $56,503-25.8% | $70,092-40.2% | $64,808-35.3% |
| Participation rate | 59.4% | 70.5%-11.1pp | 70.5%-11.1pp | 71.5%-12.1pp |
| Annual return | -17.49% | -13.44%-4.1pp | 190.73%-208.2pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,516 | $2,046-25.9% | $2,559-40.8% | $2,506-39.5% |
| Participant deferral / active EE | $2,918 | $3,389-13.9% | $3,849-24.2% | $4,310-32.3% |
| Admin fee / account holder | $206 | $160+28.2% | $6,267-96.7% | $188+9.5% |