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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,500 |
Service code 16 · EIN 20-8874282 | Consulting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,117 |
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 | $44,042 | $130,141-66.2% | $86,677-49.2% | $77,904-43.5% |
| Participation rate | 90.2% | 85.9%+4.2pp | 76.6%+13.6pp | 73.7%+16.5pp |
| Annual return | -7.06% | -12.75%+5.7pp | 35.91%-43.0pp | 12.21%-19.3pp |
| Employer contribution / active EE | $831 | $3,220-74.2% | $2,836-70.7% | $2,848-70.8% |
| Participant deferral / active EE | $11,668 | $5,757+102.7% | $4,656+150.6% | $4,806+142.8% |
| Admin fee / account holder | $20 | $132-84.5% | $7,493-99.7% | $133-84.6% |