Filed February 10, 2017 (most recent of 5 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $473,454 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 17 · EIN 84-4519624 | Pension Consulting | $304,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,673 | $145,516-47.3% | $184,203-58.4% | $99,062-22.6% |
| Participation rate | 97.5% | 90.3%+7.2pp | 86.8%+10.7pp | 71.6%+25.9pp |
| Annual return | 23.87% | 21.23%+2.6pp | 28.81%-4.9pp | 17.66%+6.2pp |
| Employer contribution / active EE | $1,639 | $5,354-69.4% | $6,427-74.5% | $3,262-49.8% |
| Participant deferral / active EE | $7,015 | $8,423-16.7% | $9,131-23.2% | $5,331+31.6% |
| Admin fee / account holder | $131 | $78+68.1% | $13,901-99.1% | $109+19.9% |