Filed July 20, 2016 (most recent of 3 filings on file)
Total covered: 6 employees
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 6-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 HOLDCO, INC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $61,120 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $46,625 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY Service code 15 · EIN 39-3647910 | Recordkeeping | $18,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,988 | $50,982-37.3% | $154,803-79.3% | $85,563-62.6% |
| Participation rate | 84.9% | 59.8%+25.1pp | 78.1%+6.8pp | 66.0%+18.9pp |
| Annual return | 17.74% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,958 | $1,708+14.6% | $4,305-54.5% | $2,654-26.2% |
| Participant deferral / active EE | $2,915 | $2,474+17.8% | $5,540-47.4% | $4,375-33.4% |
| Admin fee / account holder | $280 | $846-66.8% | $14,329-98.0% | $834-66.4% |