Filed December 16, 2022
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $41,925 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,404 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $51,113 | $89,436-42.8% | $164,813-69.0% | $77,643-34.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 78.6%+11.4pp | 70.6%+19.4pp |
| Annual return | 0.00% | 28.83%-28.8pp | 69.93%-69.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $9,621 | $2,569+274.6% | $4,341+121.7% | $2,726+253.0% |
| Participant deferral / active EE | $3,395 | $4,897-30.7% | $6,031-43.7% | $4,647-26.9% |
| Admin fee / account holder | $66 | $339-80.4% | $12,690-99.5% | $430-84.6% |