Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $557,844 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 28 · EIN 43-1270780 | Investment Management | $75,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,069 | $117,739-60.0% | $167,512-71.9% | $117,739-60.0% |
| Participation rate | 95.4% | 76.6%+18.8pp | 77.1%+18.4pp | 76.6%+18.8pp |
| Annual return | 18.46% | 17.29%+1.2pp | 1615.79%-1597.3pp | 17.29%+1.2pp |
| Employer contribution / active EE | $1,301 | $3,746-65.3% | $3,882-66.5% | $3,746-65.3% |
| Participant deferral / active EE | $4,428 | $6,128-27.7% | $6,405-30.9% | $6,128-27.7% |
| Admin fee / account holder | $84 | $112-24.6% | $9,769-99.1% | $112-24.6% |