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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $27,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES, P.C. Service code 10 · EIN 20-5861398 | Accounting | $13,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,400 | $65,908+34.1% | $81,812+8.1% | $77,643+13.9% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.3%+25.5pp | 70.6%+27.3pp |
| Annual return | 14.37% | 26.64%-12.3pp | 773.79%-759.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,725 | $2,370+141.5% | $2,912+96.6% | $2,726+110.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $40 | $526-92.4% | $7,386-99.5% | $430-90.7% |