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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.
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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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $28,676 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $10,956 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,232 | $93,182-17.1% | $146,665-47.3% | $79,386-2.7% |
| Participation rate | 38.0% | 76.4%-38.4pp | 80.1%-42.1pp | 70.7%-32.7pp |
| Annual return | 11.49% | 21.61%-10.1pp | 22.74%-11.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,290 | $2,420-46.7% | $4,136-68.8% | $2,427-46.9% |
| Participant deferral / active EE | $2,612 | $4,169-37.3% | $5,506-52.6% | $4,046-35.4% |
| Admin fee / account holder | $492 | $585-15.9% | $10,280-95.2% | $626-21.4% |