Filed February 28, 2022
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $184,622 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $42,500 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $36,021 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $21,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $154,343 | $112,623+37.0% | $106,213+45.3% | $199,593-22.7% |
| Participation rate | 96.1% | 86.2%+9.9pp | 75.3%+20.8pp | 72.0%+24.1pp |
| Annual return | 46.80% | 15.57%+31.2pp | 116.14%-69.3pp | 34.25%+12.6pp |
| Employer contribution / active EE | $7,239 | $4,575+58.2% | $3,171+128.2% | $3,034+138.6% |
| Participant deferral / active EE | $6,998 | $6,659+5.1% | $5,016+39.5% | $5,087+37.6% |
| Admin fee / account holder | $69 | $107-35.2% | $11,033-99.4% | $269-74.2% |