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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $27,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES Service code 10 · EIN 20-5861398 | Accounting | $7,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13 |
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 | $98,113 | $61,058+60.7% | $71,209+37.8% | $85,563+14.7% |
| Participation rate | 97.4% | 58.6%+38.9pp | 73.8%+23.7pp | 66.0%+31.5pp |
| Annual return | 11.63% | 100.41%-88.8pp | 282.51%-270.9pp | 31.51%-19.9pp |
| Employer contribution / active EE | $6,332 | $2,199+188.0% | $2,721+132.7% | $2,654+138.6% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $34 | $855-96.0% | $5,349-99.4% | $834-95.9% |