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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $63,544 |
WIPFLI LLP10+ years Service code 13 · EIN 39-0758449 | Contract Administrator | $35,260 |
HAWKINS ASH CPAS4 years Service code 10 · EIN 39-0912608 | Accounting | $9,900 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,715 | $79,171+139.6% | $102,423+85.2% | $74,495+154.7% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 10.59% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,804 | $2,362+18.7% | $3,023-7.3% | $2,623+6.9% |
| Participant deferral / active EE | $4,365 | $4,415-1.1% | $5,053-13.6% | $4,346+0.4% |
| Admin fee / account holder | $506 | $2,001-74.7% | $9,451-94.7% | $1,942-74.0% |