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 LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
BKD, LLP2 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $11,328 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,775 |
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 | $84,998 | $76,173+11.6% | $81,382+4.4% | $199,593-57.4% |
| Participation rate | 97.3% | 76.3%+21.0pp | 69.5%+27.8pp | 72.0%+25.3pp |
| Annual return | 13.74% | 15.59%-1.8pp | 24.73%-11.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $3,163 | $2,792+13.3% | $2,463+28.4% | $3,034+4.2% |
| Participant deferral / active EE | $5,651 | $4,201+34.5% | $3,883+45.5% | $5,087+11.1% |
| Admin fee / account holder | $59 | $146-59.8% | $5,768-99.0% | $269-78.2% |