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 LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $60,294 |
WIPFLI LLP11+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $44,284 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY Service code 15 · EIN 39-3647910 | Recordkeeping | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,621 | $98,727+17.1% | $113,168+2.2% | $85,563+35.1% |
| Participation rate | 87.2% | 80.8%+6.3pp | 76.6%+10.6pp | 66.0%+21.2pp |
| Annual return | 19.50% | 17.43%+2.1pp | 24.27%-4.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $1,945 | $2,907-33.1% | $2,975-34.6% | $2,654-26.7% |
| Participant deferral / active EE | $5,547 | $5,424+2.3% | $5,107+8.6% | $4,375+26.8% |
| Admin fee / account holder | $414 | $357+16.0% | $12,068-96.6% | $834-50.4% |