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 HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,015 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 99 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Other Fees | $2,513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,857 | $87,013-7.1% | $106,213-23.9% | $80,8560% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.6%+29.0pp |
| Annual return | 24.11% | 17.05%+7.1pp | 116.14%-92.0pp | 35.59%-11.5pp |
| Employer contribution / active EE | $2,054 | $2,395-14.2% | $3,171-35.2% | $2,755-25.4% |
| Participant deferral / active EE | $11,182 | $3,986+180.5% | $5,016+122.9% | $4,296+160.3% |
| Admin fee / account holder | $332 | $8,431-96.1% | $11,033-97.0% | $6,918-95.2% |