Filed February 13, 2019
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 8-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 | $99,995 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $39,304 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,082 | $92,055+81.5% | $106,213+57.3% | $77,643+115.2% |
| Participation rate | 91.2% | 81.0%+10.2pp | 75.3%+15.9pp | 70.6%+20.6pp |
| Annual return | 12.66% | 17.91%-5.2pp | 116.14%-103.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $7,552 | $3,367+124.3% | $3,171+138.1% | $2,726+177.1% |
| Participant deferral / active EE | $10,458 | $5,386+94.2% | $5,016+108.5% | $4,647+125.0% |
| Admin fee / account holder | $177 | $219-19.0% | $11,033-98.4% | $430-58.8% |