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 4-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $248,058 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $71,672 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 99 · EIN 20-8874282 | Other Fees | $21,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,283 | $76,774-55.3% | $112,228-69.5% | $77,904-56.0% |
| Participation rate | 43.4% | 80.2%-36.8pp | 75.1%-31.7pp | 73.7%-30.3pp |
| Annual return | 9.53% | -10.25%+19.8pp | 27.45%-17.9pp | 12.21%-2.7pp |
| Employer contribution / active EE | $1,499 | $3,977-62.3% | $3,635-58.7% | $2,848-47.3% |
| Participant deferral / active EE | $2,401 | $3,778-36.5% | $4,728-49.2% | $4,806-50.0% |
| Admin fee / account holder | $119 | $239-50.0% | $6,410-98.1% | $133-9.9% |