See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $21,374 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $10,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,735 | $81,474-15.6% | $133,956-48.7% | $73,488-6.5% |
| Participation rate | 37.6% | 76.4%-38.8pp | 79.8%-42.3pp | 70.7%-33.1pp |
| Annual return | 13.53% | 19.40%-5.9pp | 45.09%-31.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,282 | $2,209-42.0% | $3,919-67.3% | $2,270-43.5% |
| Participant deferral / active EE | $2,476 | $3,786-34.6% | $5,048-50.9% | $3,740-33.8% |
| Admin fee / account holder | $404 | $713-43.3% | $8,927-95.5% | $513-21.2% |