See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $6,002 |
LT TRUST COMPANY1 year Service code 12 · EIN 61-1607607 | Claims processing; Recordkeeping and ... | $5,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,103 | $52,953-54.5% | $172,739-86.0% | $65,185-63.0% |
| Participation rate | 42.9% | 66.2%-23.3pp | 82.6%-39.8pp | 70.2%-27.3pp |
| Annual return | 24.61% | 30.12%-5.5pp | 802.84%-778.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,237 | $2,190-43.5% | $5,143-76.0% | $2,177-43.2% |
| Participant deferral / active EE | $2,399 | $2,471-2.9% | $5,198-53.8% | $3,514-31.7% |
| Admin fee / account holder | $140 | $472-70.4% | $13,954-99.0% | $847-83.5% |