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 13 · EIN 42-0127290 | Contract Administrator | $206,097 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $73,751 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $44,204 | $122,186-63.8% | $146,958-69.9% | $199,593-77.9% |
| Participation rate | 76.8% | 78.3%-1.5pp | 82.2%-5.4pp | 72.0%+4.8pp |
| Annual return | 13.10% | 30.56%-17.5pp | 418.34%-405.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,036 | $4,093-50.3% | $4,933-58.7% | $3,034-32.9% |
| Participant deferral / active EE | $4,977 | $8,502-41.5% | $8,070-38.3% | $5,087-2.2% |
| Admin fee / account holder | $194 | $179+8.5% | $12,998-98.5% | $269-27.9% |