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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $35,107 |
Filed as: CREATIVE RETIREMENT SYSTEM Service code 49 | Other Services | $12,185 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,696 |
LNS AMERICA1 year Service code 99 · EIN 31-1025055 | Other Fees | $8,500 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $68,139 | $89,436-23.8% | $164,813-58.7% | $77,643-12.2% |
| Participation rate | 92.7% | 78.6%+14.0pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 14.43% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,870 | $2,569+11.7% | $4,341-33.9% | $2,726+5.3% |
| Participant deferral / active EE | $4,154 | $4,897-15.2% | $6,031-31.1% | $4,647-10.6% |
| Admin fee / account holder | $297 | $339-12.4% | $12,690-97.7% | $430-30.9% |