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 | $177,562 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 28 · EIN 20-8874282 | Investment Management | $42,279 |
CREATIVE PLANNING LLC2 years 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 | $118,866 | $106,028+12.1% | $146,958-19.1% | $77,643+53.1% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 14.40% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,777 | $4,063-56.3% | $4,933-64.0% | $2,726-34.8% |
| Participant deferral / active EE | $7,049 | $7,990-11.8% | $8,070-12.6% | $4,647+51.7% |
| Admin fee / account holder | $184 | $337-45.5% | $12,998-98.6% | $430-57.2% |