Filed November 26, 2018
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 | $104,623 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,720 | $92,055-39.5% | $106,213-47.5% | $77,643-28.2% |
| Participation rate | 68.4% | 81.0%-12.6pp | 75.3%-6.9pp | 70.6%-2.2pp |
| Annual return | 17.27% | 17.91%-0.6pp | 116.14%-98.9pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,641 | $3,367-51.3% | $3,171-48.3% | $2,726-39.8% |
| Participant deferral / active EE | $3,157 | $5,386-41.4% | $5,016-37.1% | $4,647-32.1% |
| Admin fee / account holder | $224 | $219+2.1% | $11,033-98.0% | $430-48.1% |