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 LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,196 | $73,360+66.6% | $177,989-31.3% | $74,495+64.0% |
| Participation rate | 75.9% | 66.6%+9.2pp | 77.1%-1.2pp | 67.2%+8.7pp |
| Annual return | 17.31% | 17.49%-0.2pp | 294.48%-277.2pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $4,687 | $2,216+111.5% | $3,949+18.7% | $2,623+78.7% |
| Participant deferral / active EE | $8,825 | $4,513+95.5% | $6,276+40.6% | $4,346+103.1% |
| Admin fee / account holder | $348 | $1,808-80.8% | $10,363-96.6% | $1,942-82.1% |