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 13 · EIN 42-0127290 | Contract Administrator | $84,045 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,973 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $58,916 | $101,317-41.8% | $146,958-59.9% | $74,495-20.9% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 21.39% | 8730.91%-8709.5pp | 418.34%-396.9pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $6,211 | $3,810+63.0% | $4,933+25.9% | $2,623+136.8% |
| Participant deferral / active EE | $12,072 | $7,303+65.3% | $8,070+49.6% | $4,346+177.8% |
| Admin fee / account holder | $278 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |