Filed June 1, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,128 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,500 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $8,985 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,868 | $60,323+176.6% | $81,812+104.0% | $74,495+124.0% |
| Participation rate | 94.7% | 62.9%+31.9pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 15.32% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $12,288 | $2,620+369.0% | $2,912+321.9% | $2,623+368.5% |
| Participant deferral / active EE | $8,822 | $3,387+160.4% | $4,319+104.3% | $4,346+103.0% |
| Admin fee / account holder | $328 | $1,486-78.0% | $7,386-95.6% | $1,942-83.1% |