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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $15,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES, P.C. Service code 10 · EIN 20-5861398 | Accounting | $7,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,817 | $65,908+40.8% | $81,812+13.5% | $77,643+19.5% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.3%+25.9pp | 70.6%+27.7pp |
| Annual return | 12.84% | 26.64%-13.8pp | 773.79%-761.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,787 | $3,505+93.6% | $4,319+57.2% | $4,647+46.0% |
| Admin fee / account holder | $42 | $526-92.1% | $7,386-99.4% | $430-90.3% |