Filed June 21, 2022
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 |
|---|---|---|
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,264 | $100,923+82.6% | $150,045+22.8% | $74,304+148.0% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.2pp | 60.3%+37.2pp |
| Annual return | 13.82% | 51.77%-37.9pp | 62.55%-48.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $7,500 | $3,463+116.5% | $4,693+59.8% | $2,241+234.6% |
| Participant deferral / active EE | $11,199 | $6,709+66.9% | $7,997+40.0% | $3,767+197.3% |
| Admin fee / account holder | $165 | $2,767-94.0% | $13,435-98.8% | $2,969-94.4% |