Filed February 24, 2016 (most recent of 4 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 |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $13,750 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,875 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $6,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,261 | $52,208+51.8% | $86,612-8.5% | $74,419+6.5% |
| Participation rate | 98.8% | 66.3%+32.4pp | 71.7%+27.1pp | 70.7%+28.0pp |
| Annual return | 11.71% | 44.46%-32.8pp | 591.07%-579.4pp | 34.38%-22.7pp |
| Employer contribution / active EE | $5,548 | $2,282+143.1% | $3,022+83.5% | $2,637+110.3% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $28 | $319-91.4% | $5,614-99.5% | $348-92.1% |