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) | $15,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $833 |
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 | $103,345 | $61,058+69.3% | $71,209+45.1% | $85,563+20.8% |
| Participation rate | 97.2% | 58.6%+38.7pp | 73.8%+23.5pp | 66.0%+31.3pp |
| Annual return | 12.22% | 100.41%-88.2pp | 282.51%-270.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,136 | $3,173+124.9% | $4,175+70.9% | $4,375+63.1% |
| Admin fee / account holder | $28 | $855-96.7% | $5,349-99.5% | $834-96.6% |