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, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,794 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Participant loan processing; Recordke... | $5,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,226 | $58,512-22.7% | $84,015-46.2% | $72,985-38.0% |
| Participation rate | 49.5% | 61.2%-11.8pp | 69.0%-19.6pp | 69.5%-20.0pp |
| Annual return | 19.45% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $828 | $1,163-28.8% | $1,983-58.2% | $2,440-66.1% |
| Participant deferral / active EE | $2,869 | $2,394+19.9% | $3,239-11.4% | $3,607-20.5% |
| Admin fee / account holder | $220 | $4,569-95.2% | $6,101-96.4% | $5,124-95.7% |