Filed June 21, 2022
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $33,183 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,717 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,264 | $88,360+108.5% | $145,433+26.7% | $67,986+171.0% |
| Participation rate | 97.6% | 65.5%+32.1pp | 82.1%+15.4pp | 57.2%+40.4pp |
| Annual return | 13.82% | 63.15%-49.3pp | 66.58%-52.8pp | 31.67%-17.8pp |
| Employer contribution / active EE | $7,500 | $3,054+145.6% | $4,554+64.7% | $2,019+271.5% |
| Participant deferral / active EE | $11,199 | $5,932+88.8% | $7,897+41.8% | $3,358+233.5% |
| Admin fee / account holder | $165 | $3,313-95.0% | $13,129-98.7% | $3,203-94.8% |