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 | $72,307 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $35,776 |
VRAKAS S.C.1 year Service code 10 · EIN 39-1453055 | Accounting | $11,877 |
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 | $52,611 | $73,034-28.0% | $77,163-31.8% | $80,160-34.4% |
| Participation rate | 47.5% | 78.1%-30.7pp | 69.6%-22.1pp | 72.9%-25.5pp |
| Annual return | 21.43% | 18.56%+2.9pp | 37.87%-16.4pp | 40.38%-19.0pp |
| Employer contribution / active EE | $1,374 | $2,779-50.5% | $2,535-45.8% | $2,978-53.8% |
| Participant deferral / active EE | $2,672 | $4,140-35.5% | $3,833-30.3% | $5,017-46.7% |
| Admin fee / account holder | $196 | $104+88.8% | $5,472-96.4% | $145+35.1% |