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 LLC7 years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $199,191 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $66,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,597 | $95,880+4.9% | $107,525-6.4% | $85,563+17.6% |
| Participation rate | 89.9% | 70.1%+19.8pp | 75.1%+14.8pp | 66.0%+23.9pp |
| Annual return | 10.87% | 68.06%-57.2pp | 181.32%-170.4pp | 31.51%-20.6pp |
| Employer contribution / active EE | $4,548 | $3,812+19.3% | $3,754+21.2% | $2,654+71.4% |
| Participant deferral / active EE | $6,993 | $4,201+66.4% | $5,116+36.7% | $4,375+59.8% |
| Admin fee / account holder | $759 | $1,025-25.9% | $8,919-91.5% | $834-9.0% |