Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,686 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,750 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$150,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,998 | $128,056-65.6% | $146,958-70.1% | $106,382-58.6% |
| Participation rate | 42.6% | 67.2%-24.7pp | 82.2%-39.6pp | 69.9%-27.3pp |
| Annual return | 17.07% | 17.89%-0.8pp | 418.34%-401.3pp | 17.37%-0.3pp |
| Employer contribution / active EE | $924 | $3,384-72.7% | $4,933-81.3% | $3,364-72.5% |
| Participant deferral / active EE | $2,034 | $7,674-73.5% | $8,070-74.8% | $5,569-63.5% |
| Admin fee / account holder | $11 | $89-87.6% | $12,998-99.9% | $79-86.2% |