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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,876 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $50,625 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $17,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,925 | $82,202+9.4% | $125,339-28.3% | $64,808+38.8% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -16.22% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,308 | $3,615+46.8% | $4,814+10.3% | $2,506+111.8% |
| Participant deferral / active EE | $11,531 | $7,175+60.7% | $7,446+54.9% | $4,310+167.5% |
| Admin fee / account holder | $198 | $163+21.1% | $10,010-98.0% | $188+5.3% |