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 26 · EIN 71-0294708 | Advisory (Participants) | $334,924 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $78,750 |
Filed as: BERNARD ROBINSON & COMPANY LLP Service code 99 · EIN 56-0571159 | Other Fees | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,037 | $74,831-46.5% | $96,683-58.6% | $103,482-61.3% |
| Participation rate | 48.4% | 83.1%-34.6pp | 74.3%-25.9pp | 73.3%-24.8pp |
| Annual return | 44.29% | 16.15%+28.1pp | 35.69%+8.6pp | 33.11%+11.2pp |
| Employer contribution / active EE | $1,562 | $3,888-59.8% | $3,737-58.2% | $3,208-51.3% |
| Participant deferral / active EE | $2,643 | $3,896-32.2% | $4,878-45.8% | $5,207-49.2% |
| Admin fee / account holder | $122 | $130-6.1% | $6,730-98.2% | $114+7.0% |