Filed September 30, 2022 (most recent of 3 filings on file)
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 | $159,440 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 28 · EIN 20-8874282 | Investment Management | $37,216 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,218 | $95,274+8.3% | $135,903-24.0% | $74,419+38.7% |
| Participation rate | 91.1% | 78.2%+12.9pp | 81.9%+9.2pp | 70.7%+20.3pp |
| Annual return | 19.27% | 32.77%-13.5pp | 68.23%-49.0pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,248 | $3,874-16.2% | $4,856-33.1% | $2,637+23.2% |
| Participant deferral / active EE | $7,408 | $7,782-4.8% | $7,758-4.5% | $4,528+63.6% |
| Admin fee / account holder | $149 | $266-44.0% | $10,762-98.6% | $348-57.1% |