Filed August 7, 2024 (most recent of 4 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 | $33,166 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,000 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 | Advisory (Plan) | $10,000 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $8,046 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $0 |
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 | $52,163 | $54,350-4.0% | $82,719-36.9% | $68,494-23.8% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.6pp | 67.9%+15.2pp |
| Annual return | -12.00% | -13.67%+1.7pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,349 | $2,218+141.2% | $3,009+77.8% | $2,596+106.0% |
| Participant deferral / active EE | $3,966 | $3,246+22.2% | $4,395-9.8% | $4,027-1.5% |
| Admin fee / account holder | $378 | $4,395-91.4% | $5,329-92.9% | $5,403-93.0% |