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 LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,552 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,288 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,610 | $101,317-40.2% | $146,958-58.8% | $74,495-18.6% |
| Participation rate | 60.4% | 75.5%-15.2pp | 82.2%-21.8pp | 67.2%-6.8pp |
| Annual return | 13.88% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,272 | $3,810-40.4% | $4,933-53.9% | $2,623-13.4% |
| Participant deferral / active EE | $7,142 | $7,303-2.2% | $8,070-11.5% | $4,346+64.3% |
| Admin fee / account holder | $156 | $1,739-91.0% | $12,998-98.8% | $1,942-91.9% |