Filed April 13, 2020 (most recent of 3 filings on file)
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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
BKD, LLP1 year Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $20,000 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $8,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,250 | $69,823+13.5% | $77,163+2.7% | $74,419+6.5% |
| Participation rate | 96.6% | 70.0%+26.6pp | 69.6%+27.0pp | 70.7%+25.9pp |
| Annual return | 19.19% | 19.98%-0.8pp | 37.87%-18.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,210 | $2,150+49.3% | $2,535+26.6% | $2,637+21.7% |
| Participant deferral / active EE | $5,767 | $3,558+62.1% | $3,833+50.4% | $4,528+27.3% |
| Admin fee / account holder | $66 | $398-83.3% | $5,472-98.8% | $348-80.9% |