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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $111,341 |
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $41,933 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $15,322 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,797 | $122,239+25.8% | $184,203-16.5% | $74,495+106.5% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.1pp | 67.2%+26.8pp |
| Annual return | 17.07% | 19.95%-2.9pp | 28.81%-11.7pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $5,661 | $4,537+24.8% | $6,427-11.9% | $2,623+115.8% |
| Participant deferral / active EE | $16,210 | $7,139+127.1% | $9,131+77.5% | $4,346+273.0% |
| Admin fee / account holder | $349 | $1,260-72.3% | $13,901-97.5% | $1,942-82.0% |