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 9-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 06-1050034 | Contract Administrator | $32,339 |
Service code 10 · EIN 63-1128344 | Accounting | $13,248 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,396 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $83,934 | $72,254+16.2% | $86,677-3.2% | $64,808+29.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -11.48% | 392.42%-403.9pp | 35.91%-47.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $7,113 | $2,393+197.3% | $2,836+150.8% | $2,506+183.9% |
| Participant deferral / active EE | $6,583 | $4,658+41.3% | $4,656+41.4% | $4,310+52.7% |
| Admin fee / account holder | $76 | $174-56.6% | $7,493-99.0% | $188-59.8% |