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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,831 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $52,975 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $23,994 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,574 | $68,914+334.7% | $136,749+119.1% | $74,304+303.2% |
| Participation rate | 87.1% | 51.3%+35.8pp | 72.1%+15.0pp | 60.3%+26.8pp |
| Annual return | 11.69% | 16.34%-4.7pp | 24.33%-12.6pp | 29.43%-17.7pp |
| Employer contribution / active EE | $13,944 | $1,561+793.1% | $3,400+310.2% | $2,241+522.2% |
| Participant deferral / active EE | $9,810 | $2,541+286.0% | $4,692+109.1% | $3,767+160.4% |
| Admin fee / account holder | $681 | $3,149-78.4% | $11,386-94.0% | $2,969-77.0% |