Filed March 7, 2023
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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,217 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,251 | $159,391-50.9% | $102,423-23.6% | $99,062-21.0% |
| Participation rate | 94.7% | 88.6%+6.1pp | 76.5%+18.2pp | 71.6%+23.1pp |
| Annual return | 28.74% | 19.03%+9.7pp | 29.32%-0.6pp | 17.66%+11.1pp |
| Employer contribution / active EE | $1,234 | $4,207-70.7% | $3,023-59.2% | $3,262-62.2% |
| Participant deferral / active EE | $15,796 | $7,498+110.7% | $5,053+212.6% | $5,331+196.3% |
| Admin fee / account holder | $21 | $159-86.9% | $9,451-99.8% | $109-80.8% |