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 | $83,228 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $29,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $175,252 | $101,724+72.3% | $164,813+6.3% | $80,856+116.7% |
| Participation rate | 72.5% | 71.8%+0.7pp | 78.6%-6.1pp | 67.6%+4.9pp |
| Annual return | 12.98% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,404 | $2,953-52.5% | $4,341-67.7% | $2,755-49.0% |
| Participant deferral / active EE | $6,353 | $4,477+41.9% | $6,031+5.3% | $4,296+47.9% |
| Admin fee / account holder | $631 | $8,227-92.3% | $12,690-95.0% | $6,918-90.9% |