Filed December 27, 2024 (most recent of 5 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 LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,717 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,779 | $122,239+118.2% | $184,203+44.8% | $74,495+258.1% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 11.64% | 19.95%-8.3pp | 28.81%-17.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $7,194 | $4,537+58.5% | $6,427+11.9% | $2,623+174.3% |
| Participant deferral / active EE | $9,677 | $7,139+35.6% | $9,131+6.0% | $4,346+122.7% |
| Admin fee / account holder | $296 | $1,260-76.5% | $13,901-97.9% | $1,942-84.7% |