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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $34,863 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $9,701 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,472 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,748 |
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 | $151,451 | $88,083+71.9% | $164,813-8.1% | $74,495+103.3% |
| Participation rate | 73.8% | 73.0%+0.8pp | 78.6%-4.8pp | 67.2%+6.6pp |
| Annual return | 22.78% | 17.26%+5.5pp | 69.93%-47.2pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $1,038 | $2,593-60.0% | $4,341-76.1% | $2,623-60.4% |
| Participant deferral / active EE | $7,400 | $4,498+64.5% | $6,031+22.7% | $4,346+70.3% |
| Admin fee / account holder | $271 | $2,234-87.9% | $12,690-97.9% | $1,942-86.1% |